Top Financial Services Firms
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Featured
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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 - 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
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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
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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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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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UndisclosedUndisclosed1,000 - 9,999Chula Vista, CA
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Call Center Services International is a large Chula Vista, California-based call center company. Their services include Call Center Services and Accounting.
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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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UndisclosedUndisclosed10 - 49Monona, WI
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Launched in 1992, Sorge CPA is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Richmond, VA
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Meadows Urquhart Acree & Cook, LLP is a Richmond, Virginia-based Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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$1,000+$150 - $199 / hr10 - 49Waltham, MA
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Established in 1984, Newburg & Company, LLP is an Accounting company. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Escazú, Costa Rica
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Accounting company Doris Peters & Asociados was established in 1998. Based in Escazú, Costa Rica, the team specializes in Accounting and Recruiting.
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$5,000+$150 - $199 / hr10 - 49Londonderry, NH
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Launched in 2010, The International Standard for Lean Six Sigma is a Business Consulting company. Based in Londonderry, New Hampshire, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
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SEMPER TAX RELIEF is an Accounting company. They are based in Orange, California. Their team offers Accounting.
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$5,000+Undisclosed2 - 9New Brunswick, NJ
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Badran Tax LLC, a Tax Law company, is based in New Brunswick, New Jersey. Founded in 1985, the team offers Tax Law and Business Consulting.
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UndisclosedUndisclosed2 - 9Durham, NC
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Heyward CPA is an Accounting company. Headquartered in Durham, North Carolina, the firm focuses on Accounting.
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$1,000+< $25 / hr50 - 249Hyderabad, India
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SBS And Company LLP is an Accounting company. Their midsize team is in Hyderabad, India and Sri City, India. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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Taxtake, an Accounting company, was founded in 2015. The agency focuses on Accounting and Business Consulting.
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Undisclosed$50 - $99 / hr10 - 49Rīga, Latvia
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Orients Audit & Finance is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2002. The firm is in Rīga,
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$1,000+$50 - $99 / hr2 - 9Cheyenne, WY
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Accounting company MER Tax, Accounting & Consulting was founded in 1992. The team focuses on Accounting and Business Consulting and is headquartered in Cheyenne, Wyoming.
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UndisclosedUndisclosed10 - 49Edmonton, Canada
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Apero Solutions Inc. ERP • WMS is a custom software development firm. In Edmonton, Canada, the team focuses on Custom Software Development and Accounting.
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UndisclosedUndisclosed10 - 49Spokane, WA
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Anastasi, Moore & Martin PLLC is an Accounting company. Headquartered in Spokane, Washington, the agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Phillip, Australia
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Accounting company Business Boost Centre is located in Phillip, Australia. They specialize in Accounting.
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UndisclosedUndisclosed50 - 249Evesham, NJ
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Baratz & Associates, PA is an Accounting company. Launched in 1982, the firm is based in Evesham, New Jersey and Bridgewater Township, New Jersey. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
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Accounting company IronRoad is based in Cincinnati, Ohio and Powell, Ohio. They focus on Accounting and PEO/Employee Leasing and were founded in 1992.
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$1,000+< $25 / hr50 - 249Brisbane City, Australia
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Affordable Staff is a Back Office Outsourcing company. Established in 2009, the agency provides Back Office Outsourcing and Call Center Services.
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UndisclosedUndisclosed10 - 49Alexandria, VA
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Founded in 2003, The Adjuvancy is a small Accounting company in Alexandria, Virginia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Novi, MI
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ShindelRock is an Accounting company. In Novi, Michigan and Detroit, Michigan, the firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$100 - $149 / hr10 - 49Detroit, MI
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Launched in 1941, GJC CPAs & Advisors (George Johnson & Company) is a small Accounting company headquartered in Detroit, Michigan and Chicago, Illinois. Their team specializes in Accounting.
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UndisclosedUndisclosedFreelancerNew York, NY
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C York CPA is an Accounting company established in 1987. The team focuses on Accounting and is located in New York, New York.
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List of the Top 15 Financial Services Companies
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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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% 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
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.