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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Studio Baulino is a small Accounting company located in Torino, Italy. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torino, Italy
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Founded in 1993, Computa is a small Torino, Italy-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Wenderski & Associates CPA is an Accounting company. Their team is headquartered in Troy, Michigan. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torino, Italy
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Based in Torino, Italy, Studio Caretti is a small Accounting company. Their services include Accounting and Business Consulting.
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Studio Gallo Commercialisti Associati, an Accounting company, is headquartered in Torino, Italy. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ludington, MI
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Founded in 1985, Piper Tax & Accounting LLC, a small Accounting company, is located in Ludington, Michigan. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Podgorica, Montenegro
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Law Firm Jovovic, Mugosa & Vukovic, an Accounting company, is headquartered in Podgorica, Montenegro. They offer Accounting and Commercial Development.
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UndisclosedUndisclosed2 - 9Podgorica, Montenegro
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Established in 2018, ME Consulting is an Accounting company. Their services include Accounting and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Marietta, GA
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Barnett & Stegall, LLC is a small Accounting company. Established in 2011, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Barcelona, Spain
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Headquartered in Barcelona, Spain, Gabinete Técnico de Auditoría y Consultoría is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Tampa, FL
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Founded in 2001, HROi is an Accounting company. The team focuses on Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Douglasville, GA
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Steve Farris CPA is an Accounting company. They are located in Douglasville, Georgia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marietta, GA
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Chaffins, Batdorf & Austell, LLC is an Accounting company launched in 2009. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Neptune Beach, FL
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Hands On Staffing is an Accounting and Staffing company. The company is in Neptune Beach, Florida and Tampa, Florida. Their team focuses on Accounting and Staffing.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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AP Recruiters & Associates is an Accounting company. Their team is located in West Palm Beach, Florida. The firm focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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ACG Tax Service Inc. Is an Accounting company. They are based in Yonkers, New York and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Livingston, Scotland
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SigmaTen, an Accounting company, was founded in 2015. The team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Ideo, is based in Edinburgh , Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Uphall, Scotland
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Located in Uphall, Scotland, Lyon & Co Chartered Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Business Legal Services is an Accounting company. The team offers Accounting and Commercial Brokerage Services, and the company is based in Alexandria, Virginia.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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In Edinburgh, Scotland, Zen Consultants is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Established in 2014, MAZ Logics is a small Accounting company. Their services include Accounting and Mobile App Development.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Edinburgh Consultants Association is a small Accounting company based in Edinburgh, Scotland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Brandt & Associates Tax & Financial Services is a small Alexandria, Virginia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Douglas, GA
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Clements Purvis & Stewart, a small Accounting company, is in Douglas, Georgia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duluth, GA
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Based in Duluth, Georgia, Artisan Financial Services is an Accounting company. They specialize in Accounting and Business Consulting and were established in 1989.
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UndisclosedUndisclosed50 - 249Alexandria, VA
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Halt, Buzas & Powell, a Finance & Accounting Outsourcing (FAO) company, is based in Alexandria, Virginia. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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McKenzie & Co is an Accounting company. They are located in Edinburgh, Scotland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Shaw & Sullivan, P.C., a small Accounting company, is based in Alexandria, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Ashley Accounting is a small Accounting company located in Edinburgh, Scotland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Small Accounting company Tomkiewicz Wright, LLC, is located in Atlanta, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Alexandria, VA
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Founded in 1943, Ross & Moncure is a small Accounting company headquartered in Alexandria, Virginia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Tuckahoe, NY
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Headquartered in Tuckahoe, New York, William F. Deighan, CPA, EA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Established in 1997, Kahn, CPA is a small Accounting company based in Alexandria, Virginia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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Accounting company SEC Tax Services (Sosa & Associates, LLC) was established in 2010. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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3-it Accounting & Financial Services is an Accounting company founded in 1998. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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PLP Accountancy Services LLC is an Accounting company. In Yonkers, New York, the firm was founded in 2018. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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Marlin K. Wiggins, CPA is an Accounting company. The Yonkers, New York-based firm was launched in 1993. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
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JR TAXES, LLC, a small Accounting company, is based in Yonkers, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cadillac, MI
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Headquartered in Cadillac, Michigan, Cadillac Accounting & Tax Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Holland, MI
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Ferris, Busscher & Zwiers, P.C. Is an Accounting company. The Holland, Michigan-based agency was launched in 1959. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Yuma, AZ
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Doug TerHark CPA, PLLC is an Accounting company. Their small team is in Yuma, Arizona. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Yuma, AZ
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Accounting company Shippen, Pope & Associates, PLLC was launched in 1979. In Yuma, Arizona, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yuma, AZ
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Accounting company CPA Financial Advantage, P.C. Was founded in 1984. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Providencia, Chile
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JR Consultores Chile is an Accounting company founded in 1970. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Auditor Uno is a small Santiago, Chile-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Las Condes, Chile
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AMHER Auditoría is an Accounting company. Their small team is in Las Condes, Chile. Their team offers Accounting.
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UndisclosedUndisclosedFreelancerSantiago, Chile
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Headquartered in Santiago, Chile, Acontax Chile is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Providencia, Chile
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In Providencia, Chile, Celer Consultores para Pymes is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Las Condes, Chile
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Accounting company Puente Sur Outsourcing offers Accounting and Finance & Accounting Outsourcing (FAO). They are in Las Condes, Chile.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 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
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
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.