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 - 49São Paulo, Brazil
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TATICCA is an Accounting company. They provide Accounting and are headquartered in São Paulo, Brazil.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Small Accounting company Consultores de Bons Negócios, is based in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Small Accounting company Northsight Wealth Management, is in Arizona. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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KARR Properties, Inc is a Commercial Property Management company. Their small team is based in Alexandria, Virginia. Their team specializes in Commercial Property Management and Accounting.
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UndisclosedUndisclosed10 - 49
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Fox Peterson is an Arizona-based Accounting company. Launched in 1993, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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Abundance in Business LLC is an Accounting company. They provide Accounting and were launched in 2001. The agency is headquartered in Arizona.
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UndisclosedUndisclosed10 - 49Antioch, IL
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Launched in 1964, James Hamlin & Co., P.C. Is a small Antioch, Illinois-based Accounting and Business Consulting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Launched in 1996, SERAC, a small Accounting company, is based in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Forest Park, GA
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Small Accounting company Hartley Helms & Carver LLC, is located in Forest Park, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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SAH Contábil, an Accounting company, is located in São Paulo, Brazil. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Account Contabilidade e Consultoria, a small Accounting company, is in São Paulo, Brazil. The team provides Accounting.
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UndisclosedUndisclosed10 - 49McDonough, GA
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Small Accounting company Whaley Hammonds Tomasello, P.C., is headquartered in McDonough, Georgia and GILLEM ENCLAVE, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Galucci & Associados is an Accounting company launched in 1997. The team offers Accounting and is located in São Paulo, Brazil.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Launched in 1997, Moore Brasil is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Gainesville, GA
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Kelly & Bell, LLP, an Accounting company, is located in Gainesville, Georgia. Established in 2009, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cercado de Lima, Peru
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Caron Business Solutions Inc. Is a CRM consulting and SI company. They are based in Cercado de Lima, Peru and have small team. They specialize in CRM consulting and SI and Accounting.
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UndisclosedUndisclosed2 - 9South Wing, Brasilia, Brazil
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Zconti Contabilidade Online is a small Finance & Accounting Outsourcing (FAO) company launched in 2013. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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OPTIMUS ACCOUNTING CONSULTANCY AND AUDIT LTD. Is an Accounting company. They are in São Paulo, Brazil and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gainesville, GA
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Alexander, Almand & Bangs, LLP is a small Accounting company established in 1971. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Accounting company ERIKA K BEARRY is in Roseville, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Fraactal Consultoria e Consultoria Contábil is a small Accounting company headquartered in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brasilia, Brazil
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In Brasilia, Brazil, E&K Contabilidade e Consultoria Empresarial is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Barbosa & Souza is an Accounting company. The São Paulo, Brazil-based agency was launched in 1976. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Gainesville, GA
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Accounting company BatesCarter was launched in 1962. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Small Accounting company São Luiz Accounting Advisory, is in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Rodrigues & Lopes is an Accounting company. Founded in 2003, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Brasília, Brazil
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Established in 2018, Master Contabilidade is a small Accounting company headquartered in Brasília, Brazil. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Roseville, CA
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Leslie Wilson, CPA is an Accounting company based in Roseville, California. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Juscon Assessoria Contábil is an Accounting company in São Paulo, Brazil. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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VP Consultoria is a small São Paulo, Brazil-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Accounting company Hopkins Tameron Hostal offers Accounting. They are based in Arizona.
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UndisclosedUndisclosed2 - 9
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ITR Accounting and Tax Solution is a small Arizona-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gilbert, AZ
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Wealth Guardian Group is a small Accounting company launched in 2007. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Schneider & Associate CPAs PC, a small Accounting company, is located in Arizona. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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SCHILLING CPA is a small Roseville, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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MICHAEL S. HAWES & ASSOCIATES is an Accounting company located in Roseville, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Roseville, CA
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Carr, Berglund, Ringgenberg A.P.A.C. Is an Accounting company established in 2001. The team offers Accounting and Business Consulting and is based in Roseville, California.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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MIR Contábil is an Accounting company. The São Paulo, Brazil-based agency was launched in 1994. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Accounting company Oben Prime is in São Paulo, Brazil. They provide Accounting and were launched in 2014.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Venegas Contábil is an Accounting company. Their small team is based in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Torino, Italy
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Located in Torino, Italy, T & R Partners is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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DJ Advisor Accounting is an Accounting company. Launched in 1970, the company is located in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Digicont Organização Contábil, a small Accounting company, is located in São Paulo, Brazil. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Torino, Italy
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In Torino, Italy, Studio RR Accounting is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Founded in 1987, Sevilha Contabilidade, a small Accounting company, is headquartered in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Studio Felici is a small Torino, Italy-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Direcional Contábil is a small Accounting company headquartered in São Paulo, Brazil. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Torino, Italy
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Scooter is a small Accounting company founded in 1990. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gilbert, AZ
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TCM Tax & Accounting Services, a small Accounting company, is headquartered in Gilbert, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gilbert, AZ
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Kevin D Johnson is a small Accounting company based in Gilbert, Arizona. 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.