Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$1,000+$100 - $149 / hr50 - 249Warrenville, IL
Services provided
Lauterbach & Amen, an Accounting company, was established in 1997. The firm specializes in Accounting.
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$1,000+$25 - $49 / hr50 - 249Varna, Bulgaria
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Web Designs Ltd - Professional Design Company is an Accounting company. The team specializes in Accounting and Graphic Design and is headquartered in Varna, Bulgaria and Ruse, Bulgaria.
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$1,000+$25 - $49 / hr2 - 9Orlando, FL
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CPA Solutions is a small Accounting company. They offer Accounting and Business Consulting and were established in 1997.
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$1,000+< $25 / hr10 - 49Ha Noi, Vietnam
Services provided
Founded in 2006, Faro Recruitment Vietnam is a HR Consulting company. The agency focuses on HR Consulting and Accounting, and is small.
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$1,000+$50 - $99 / hr10 - 49Des Moines, IA
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Community CPA & Associates Inc. Is an Accounting company headquartered in Des Moines, Iowa and Coralville, Iowa. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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Pisenti & Brinker LLP is an Accounting company. Launched in 1965, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Accounting company Faulk & Winkler LLC is in Baton Rouge, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Charleston, WV
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Suttle & Stalnaker, PLLC is an Accounting company. They are based in Charleston, West Virginia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Makati, Philippines
Services provided
SAS Accounting Services Philippines is an Accounting company established in 2009. The agency focuses on Accounting and Custom Software Development, and is small.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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In Los Angeles, California, Gretchen Hydo International is a small Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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$10,000+Undisclosed2 - 9Cape Coral, FL
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Priority Business Solutions is an Accounting and Business Consulting company. They offer Accounting and Business Consulting and were established in 2013. The firm is in Cape Coral, Florida.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
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Stratking Accounting and Tax Professional Corporation is an Accounting company founded in 2015. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Located in Edinburgh , Scotland, Crunchers Accountants is an Accounting company. Launched in 2006, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Miami, FL
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EmpHire - An HR Solutions Company is a large Accounting company located in Miami, Florida. The team offers Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Newmarket, Canada
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Tax Partners, a small Accounting company, is based in Newmarket, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
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Manpower Bangladesh, an Accounting company, is in Dhaka, Bangladesh. Established in 2007, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
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HR Wise llc is an Accounting company. Established in 2008, the firm focuses on Accounting and HR Consulting.
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$1,000+< $25 / hr250 - 999Bengaluru, India
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Midsize Accounting company Prolific HR Consultant India Ltd., is in Bengaluru, India. The team provides Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Blackpool, England
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Located in Blackpool, England, Hanley and Co Chartered Accountants Blackpool is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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Enkel Backoffice Solutions is a Finance & Accounting Outsourcing (FAO) and Accounting company. Launched in 2016, the firm focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$50 - $99 / hr10 - 49Vancouver, Canada
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Accounting company It's Your Time Business Services Inc. Is based in Vancouver, Canada and Edmonton, Canada. They offer Accounting and Back Office Outsourcing.
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$1,000+$25 - $49 / hr10 - 49Singapore, Singapore
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Sandhurst Consultancy Pte Ltd is an Accounting company. The Singapore, Singapore-based company was founded in 2009. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Cutler Bay, FL
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Small Accounting company Joyce CPA, LLC, is located in Cutler Bay, Florida. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Boston, MA
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Located in Boston, Massachusetts, Tristan CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Edina, MN
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A.W. Companies, Inc., an Accounting company, provide Accounting and Staffing. They were launched in 2017.
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$1,000+$25 - $49 / hr50 - 249New York, NY
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In New York, New York, Concretio is a midsize CRM consulting and SI company. Their services include CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Makati, Philippines
Services provided
Dayanan International Business Consultancy Inc. Is an Accounting company. Located in Makati, Philippines, the team specializes in Accounting and Business Consulting.
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$50,000+Undisclosed10 - 49Noida, India
Services provided
Digital Hub Solution is an Accounting company. Launched in 2018, the agency is located in Noida, India. Their team focuses on Accounting and Advertising.
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$5,000+$25 - $49 / hr250 - 999San Ramon, CA
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Headquartered in San Ramon, California and Reading , England, Synverse is an Accounting company. They specialize in Accounting and Advertising.
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UndisclosedUndisclosed250 - 999Fortitude Valley, Australia
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Diversify Offshore Staffing Solutions is a Back Office Outsourcing company. They were established in 2011, and their services include Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249Nashville, TN
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XMI, a midsize Accounting company, is located in Nashville, Tennessee. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Accounting company Allied Business Accountants was established in 2011. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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Launched in 2015, Blue Fox is an Accounting company. The firm offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Richmond, VA
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SIMA Financial Group is an Accounting company in Richmond, Virginia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Traralgon, Australia
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DJ Grigg Financial is an Accounting company. Their small team is located in Traralgon, Australia and focuses on Accounting and Business Consulting. The firm was launched in 1965.
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UndisclosedUndisclosed10 - 49Wollongong, Australia
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In Wollongong, Australia, Webb Financial is a small Accounting company. Their services include Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Kew, Australia
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PND Accountants & Advisors - Accountants in Melbourne is a Finance & Accounting Outsourcing (FAO) company. The Kew, Australia-based team provides Finance & Accounting Outsourcing (FAO) and Tax Law.
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$5,000+$25 - $49 / hr10 - 49Toronto, Canada
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TDS Personnel is a Staffing company. The team provides Staffing and Recruiting and is based in Toronto, Canada.
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UndisclosedUndisclosed10 - 49Winter Park, FL
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Moss, Krusick & Associates, LLC, a small Accounting company, is in Winter Park, Florida and North Palm Beach, Florida. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Shelton, CT
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The Innovative CPA Group, LLC, a midsize Accounting company, is located in Shelton, Connecticut and Bethel, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Anchorage, AK
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Altman, Rogers & Co, an Accounting company, provide Accounting. They were established in 1991.
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UndisclosedUndisclosed50 - 249Salina, KS
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Accounting company Summers, Spencer & Company is headquartered in Salina, Kansas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Avon, IN
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Donovan CPAs is an Accounting company. The team is in Avon, Indiana, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bendigo, Australia
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Founded in 1946, AFS & Associates Chartered Accountants is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Minneapolis, MN
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Prudent Accountants is an Accounting company in Minneapolis, Minnesota. Launched in 2007, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Accounting company Moore Grider & Company is located in Fresno, California. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Established in 1998, Alerding CPA Group is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chaska, MN
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Accounting company Drazan, Henke and Associates PLLC was founded in 2003. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nerang, Australia
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Founded in 2008, Plant and Associates is a small Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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New Era CPAs LLP is a small Accounting company. Established in 2013, the team offers Accounting and Business Consulting.
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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.