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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UndisclosedUndisclosed10 - 49Allen, TX
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Apexvision Tax and Accounting Solutions, a small Accounting company, is in Allen, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Goldfine & Co CPAs is a small New York, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Québec, Canada
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Crescendo CPA inc. Is an Accounting company founded in 2007. Located in Québec, Canada, the team offers Accounting.
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$5,000+$200 - $300 / hr2 - 9Dallas, TX
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New Life CFO is a Finance & Accounting Outsourcing (FAO) company. Their small team is headquartered in Dallas, Texas. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$25 - $49 / hr50 - 249Oakville, Canada
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EVAMAX Group, a branding agency, focus on Branding and Application Testing. They were founded in 2003.
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UndisclosedUndisclosed50 - 249Nottingham, England
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Bridgewood is an Accounting and Business Consulting company. The Nottingham, England-based firm was founded in 2010. Their team focuses on Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Cambridge, Canada
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UpSide Accounting, an Accounting company, was launched in 2012. The team focuses on Accounting and Business Consulting and is in Cambridge, Canada.
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UndisclosedUndisclosed50 - 249
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Exco A²A Polska is an Accounting company founded in 1999. Based in Warszawa, Poland and Kraków, Poland, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Roseville, CA
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Chaney&Associates is an Accounting company. Their small team is based in Roseville, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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Established in 2011, Northstar Financial Consulting Group is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Şişli, Türkiye
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Accounting company Cerebra CPAs & Advisors was founded in 2009. The team offers Accounting and is headquartered in Şişli, Türkiye.
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UndisclosedUndisclosed10 - 49Milton Keynes, England
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Accounting company Cloudco Accountancy Group Ltd. Is located in Milton Keynes, England. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Launched in 2016, UK Property Accountants is an Accounting company. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Reading, England
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Small Accounting company Melanie Curtis Accountants, is headquartered in Reading, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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Ascentis Accountants LLP is a small Accounting company established in 2000. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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Aysgarth Chartered Accountants is an Accounting company. They were founded in 2012 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Dublin 1, Ireland
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Accounts Advice Centre is a Dublin 1, Ireland-based Tax Law company. They offer Tax Law and Accounting and were established in 1996.
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UndisclosedUndisclosed2 - 9
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Traynor Accounting is an Accounting company. Headquartered in Cumbernauld, Scotland and Glasgow, Scotland, the team provides Accounting.
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UndisclosedUndisclosed50 - 249New York , NY
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Midsize Accounting company Wei, Wei & Co., LLP, is headquartered in New York , New York. The team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Launched in 1973, Lawler & Witkowski CPAs is a small Tax Law company. Their services include Tax Law and Accounting.
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UndisclosedUndisclosed10 - 49Plano, TX
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Jones Square Financial Services, a small Accounting company, is based in Plano, Texas. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Guildford, England
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Launched in 2013, Blue Matrix - Chartered Certified Accountants, a small Accounting company, is based in Guildford, England. Their team offers Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49
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OURS GLOBAL is an Accounting company established in 2006. Their services include Accounting and Custom Software Development.
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UndisclosedUndisclosed50 - 249Naperville, IL
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Quality Back Office is a midsize Accounting company launched in 2011. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Chennai, India
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Shreshtha Business Solutions, an Accounting company, was launched in 2015. The agency focuses on Accounting and Business Consulting, and is small.
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$1,000+$25 - $49 / hr10 - 49
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Accurate Legal Billing is an Accounting company. Located in Bayville, New York, the firm was founded in 2018. Their services include Accounting and Back Office Outsourcing.
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$250,000+$150 - $199 / hr2 - 9Pembroke Pines, FL
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IdealCost.com is a Pembroke Pines, Florida-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Singapore, Singapore
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Accounting company MBG Corporate Services specializes in Accounting and Finance & Accounting Outsourcing (FAO). They are located in Singapore, Singapore and Abu Dhabi, United Arab Emirates.
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UndisclosedUndisclosed2 - 9Wallasey, England
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Accounting company Suretax was launched in 2018. The agency provides Accounting, and is small.
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UndisclosedUndisclosed10 - 49Gurugram, India
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Ledgerbench is an Accounting company in Gurugram, India. They offer Accounting and were established in 2017.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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Founded in 1990, ANG CPA Professional Corporation is an Accounting company. The company provides Accounting.
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UndisclosedUndisclosed10 - 49Durant, OK
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Exodus HR Group is an Accounting company. In Durant, Oklahoma and Brentwood, Tennessee, their small team focuses on Accounting and HR Consulting. The firm was established in 2011.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Montreal Financial, an Accounting company, is in Montréal, Canada. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Grinnell, IA
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Established in 2011, BakerStarrett, LLP is a small Grinnell, Iowa-based Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr50 - 249Noida, India
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Startupefilings is an Accounting company. The midsize Noida, India-based team focuses on Accounting and Finance & Accounting Outsourcing (FAO). The company was founded in 2015.
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UndisclosedUndisclosed50 - 249Minato-ku, Japan
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HLS Global Co., Ltd is an Accounting company. Their midsize team is in Minato-ku, Japan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Birmingham, England
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Naseems Accountants is an Accounting company. The Birmingham, England-based firm was launched in 1978. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Campsie, Australia
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Accurate Business & Accounting Services is a small Accounting company. They specialize in Accounting and Business Consulting and were launched in 2002.
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$1,000+< $25 / hr10 - 49Al Bataeh, United Arab Emirates
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Emerald Softwares is an Accounting company. Headquartered in Al Bataeh, United Arab Emirates, the company specializes in Accounting and Custom Software Development.
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$5,000+Undisclosed10 - 49Winter Park, FL
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Nperspective CFO & Strategic Services is a Finance & Accounting Outsourcing (FAO) company. Founded in 2005, the firm provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Orlando, FL
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In Orlando, Florida, Dan Gallogly CPA, CFF - FairValue Advisors is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Expat Tax CPA's is an Accounting company. They are based in and have small team. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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ORBA Cloud CFO is an Accounting company in Chicago, Illinois. The team offers Accounting.
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$1,000+< $25 / hr2 - 9Agra, India
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Expertbells, a Business Consulting company, specialize in Business Consulting and Accounting. They were founded in 2020.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
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Launched in 2010, Vault Bucks Business Consultancy, a small Business Consulting company, is headquartered in Dubai, United Arab Emirates. Their team offers Business Consulting and Public Relations.
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$1,000+$50 - $99 / hr2 - 9Crawley, England
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Founded in 2014, CoreAdviz Accountants is a small Crawley, England-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Tax Law.
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$1,000+Undisclosed10 - 49London, England
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EmpowerRD, a Finance & Accounting Outsourcing (FAO) and Accounting company, was established in 2017. The agency offers Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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$1,000+$50 - $99 / hr2 - 9Barangaroo, Australia
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Founded in 2014, KG Business Management PTY LTD is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Chiswick, Australia
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Established in 1998, First Choice is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Commercial Brokerage Services.
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UndisclosedUndisclosed250 - 999Cerritos, CA
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Bristol Healthcare Services is an other IT consulting and SI company. Based in Cerritos, California, their team provides other IT consulting and SI and Back Office Outsourcing.
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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.