Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed2 - 9Shreveport, LA
Services provided
ASAP Express Delivery is a small Shreveport, Louisiana-based Accounting and Freight forwarding company. The team offers Accounting and Freight forwarding.
Read more -
UndisclosedUndisclosed2 - 9Lawton, OK
Services provided
Hatch Croke & Associates is an Accounting company. Based in Lawton, Oklahoma, the firm was founded in 1990. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9McDonough, GA
Services provided
Bob Griffin CPA, a small Accounting company, is located in McDonough, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Gamaz Contadores, a small Accounting company, is based in Ciudad de México, Mexico. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lawton, OK
Services provided
Lorna D. Funkhouser, CPA, an Accounting company, is headquartered in Lawton, Oklahoma. They provide Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Wardell & Rall Accountancy Corporation is a small Stockton, California-based Accounting company. The team focuses on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed10 - 49Provo, UT
Services provided
Sadler Gibb and Associates is an Accounting company. The Provo, Utah-based team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Located in Roseville, California, Hullen & Ross CPA's is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lawton, OK
Services provided
Headquartered in Lawton, Oklahoma, Caldwell Chris A CPA is an Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
In Stockton, California, Bestolarides Ted H CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Founded in 1990, Dicus Financial Management is an Accounting company. The small team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Provo, UT
Services provided
Andon Financial, a small Accounting company, is based in Provo, Utah. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Launched in 1962, Nadler Accountancy Corporation is an Accounting company. The agency specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
AVM Contadores Públicos is an Accounting company headquartered in Ciudad de México, Mexico. They offer Accounting and were launched in 2005.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Curley Montenegro is an Accounting company. They are located in Ciudad de México, Mexico and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Gabriela Castañeda Garcia is a small Accounting company in Ciudad de México, Mexico. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
In Roseville, California, Freddi Eberhart & Associates, Inc. CPAs is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Provo, UT
Services provided
Located in Provo, Utah, Oficina de Joel Guerrero Provo is a small Accounting company. Their services include Accounting and Web Design.
Read more -
UndisclosedUndisclosed2 - 9Lawton, OK
Services provided
Woods Accounting Services, P.C. Is an Accounting company. They were established in 2011 and specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Headquartered in Roseville, California, BODEN KLEIN & SNEESBY is an Accounting company. Founded in 2007, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orem, UT
Services provided
Located in Orem, Utah, Utah CPA is a small Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Heroica Puebla de Zaragoza, Mexico
Services provided
Headquartered in Heroica Puebla de Zaragoza, Mexico, asefi is a small Accounting company. Their services include Accounting and Web Development.
Read more -
UndisclosedUndisclosed2 - 9Dearborn, MI
Services provided
Founded in 2017, Pure Tax & Immigration Services LLC is an Accounting company. The company focuses on Accounting and Translation.
Read more -
UndisclosedUndisclosed2 - 9Dearborn, MI
Services provided
Asoufy Tax & Immigration Services is an Accounting company. The team is based in Dearborn, Michigan, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dearborn, MI
Services provided
In Dearborn, Michigan, Khan Tax Services is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dearborn, MI
Services provided
SERRA CPA, a small Accounting company, is in Dearborn, Michigan. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9AAM, Argentina
Services provided
Lugones, Longo & Asociados is an Accounting company. In AAM, Argentina, their small team specializes in Accounting. The company was launched in 2007.
Read more -
UndisclosedUndisclosed2 - 9Buenos Aires City, Argentina
Services provided
Estudio Contable Salandra. Is an Accounting company headquartered in Buenos Aires City, Argentina. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249AAN, Argentina
Services provided
Casin & Asociados SRL is an AAN, Argentina-based Accounting company. Founded in 2005, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Aldo Bonzi, Argentina
Services provided
Estudio Contable Lichardi is an Accounting company. They are based in Aldo Bonzi, Argentina and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Buenos Aires, Argentina
Services provided
Harteneck & Asociados is a small Buenos Aires, Argentina-based Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9ABN, Argentina
Services provided
Spa Group S.A., a small Accounting company, is based in ABN, Argentina. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Buenos Aires City, Argentina
Services provided
Estudio Gatti & Asoc is an Accounting company. They are headquartered in Buenos Aires City, Argentina. Their team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Buenos Aires City, Argentina
Services provided
ABACONTADORES is a small Accounting company located in Buenos Aires City, Argentina. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49AAM, Argentina
Services provided
PKF Audisur is an Accounting company. Launched in 1986, the agency is based in AAM, Argentina. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49ACN, Argentina
Services provided
Accounting company Moore Suarez & Menendez was founded in 1965. The agency offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249Buenos Aires City, Argentina
Services provided
San Martín, Suarez y Asociados is an Accounting company. The Buenos Aires City, Argentina-based firm focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Buenos Aires, Argentina
Services provided
LA VISTA CASAL is an Accounting company. They are located in Buenos Aires, Argentina and have small team. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Rowlett, TX
Services provided
Cantrell Pearson & Associates, PLLC is an Accounting company. The Rowlett, Texas-based team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Zandstra Martinez Accounting is a small Ciudad de México, Mexico-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Trust Advisory Consulting CLAC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2014.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
MDM Contadores Publicos is an Accounting company. Their small team is located in Ciudad de México, Mexico. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Arista Delgado, a small Accounting company, is located in Ciudad de México, Mexico. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Management Global Solutions is a small Ciudad de México, Mexico-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Sistemi e Personale, a small Accounting company, is headquartered in Ciudad de México, Mexico. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Shreveport, LA
Services provided
APS Payroll is an Accounting and HR Consulting company. The agency is in Shreveport, Louisiana. Their team focuses on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Distrito CP is an Accounting company. Founded in 2015, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
ARA DESPACHO is a small Accounting company headquartered in Ciudad de México, Mexico. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mexico City, Mexico
Services provided
Control Estratégico Empresarial, S. C., a small Accounting company, is based in Mexico City, Mexico. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed250 - 999Tijuana, Mexico
Services provided
EFE Consulting Group is an Accounting company. Their midsize team is in Tijuana, Mexico. Their services include Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$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.