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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UndisclosedUndisclosed2 - 9Caledonia, MI
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CFG Tax & Accounting, LLC is a Caledonia, Michigan-based Accounting company. They provide Accounting and Business Consulting and were established in 2009.
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UndisclosedUndisclosed2 - 9Caracas, Venezuela
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Bengala is a small Caracas, Venezuela-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chandler, AZ
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Small Accounting company LBS Tax, is in Chandler, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Southfield, MI
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MRPR CPAs & Advisors is a midsize Accounting company headquartered in Southfield, Michigan and Saline, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chandler, AZ
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Wealthnest Tax Services is a small Chandler, Arizona-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chandler, AZ
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Responsive Tax and Accounting, Inc is a small Chandler, Arizona-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sun City, AZ
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Established in 2003, Quicksoft Solutions is a small Sun City, Arizona-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chandler, AZ
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Established in 2012, Berkshire Business Sales & Acquisitions is a small Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jackson, MI
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Goldsmith & Associates Accounting & Financial Services is a Jackson, Michigan-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Beverly, MA
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J Barrett & Company is a Commercial Development company. Headquartered in Beverly, Massachusetts and Beverly, Massachusetts, the agency specializes in Commercial Development and Accounting.
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UndisclosedUndisclosed2 - 9St. Marys, GA
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Fowler Maxwell & Company PC is a St. Marys, Georgia-based Accounting company. Launched in 1990, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Small Accounting company Campana, Sarza & Tatewosian, LLP, is in Warwick, Rhode Island. Their services include Accounting.
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UndisclosedUndisclosed10 - 49LaGrange, GA
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Gay & Joseph, CPA, PC is an Accounting company. The LaGrange, Georgia-based firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Accounting company Tellos Accountant Business Consulting was established in 2018. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Sun City, AZ
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Correct Accounting Tax & Payroll is an Accounting company. The agency is based in Sun City, Arizona. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49LaGrange, GA
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J. K. Boatwright & Co., P. C is an Accounting company. Established in 1948, the firm is based in LaGrange, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Located in Barcelona, Spain, Barcelona Accounting is a small Accounting company. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Monheit frisch group is a small Scottsdale, Arizona-based Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chandler, AZ
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Morrison, Clark & Company CPA is an Accounting company launched in 2002. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
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Biz Spain Biz is an Accounting company based in Barcelona, Spain. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
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Business Point Consulting is a small Business Consulting company headquartered in Barcelona, Spain. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Small Accounting company Office Accounting, is located in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Contábil Leão is a small Accounting company in São Paulo, Brazil. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Diagonal Consulting WB is a small Barcelona, Spain-based Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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A7 Assessoria Contábil is a small São Paulo, Brazil-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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In Walnut Creek, California, JS Tax & Accounting Services, LLC is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
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Based in Barcelona, Spain, Llobet & Vila is an Accounting company. They focus on Accounting and Business Consulting and were founded in 1998.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Mestieri & Seidl is an Accounting company. They are in São Paulo, Brazil and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Located in São Paulo, Brazil, LS Dantas Accounting Services is an Accounting company. Established in 1994, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249São Paulo, Brazil
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M-Camilo Consultoria is an Accounting company. The company is based in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Anderson & Company CPA's is an Accounting company located in Walnut Creek, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Canton, MI
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Accounting company Tax Avenger - Rabih Khalil CPA PLLC is based in Canton, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9LaGrange, GA
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Abbott and Associates, LLC, a small Accounting company, is in LaGrange, Georgia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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BSK Accounting is an Accounting company. Their small team is headquartered in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Aztec, an Accounting company, was founded in 1981. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Rex Crandell Firm is an Accounting company. The Walnut Creek, California-based company was established in 2003. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Peachtree City, GA
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Geeslin Group LLC is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 2010.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Located in São Paulo, Brazil, Globo Contábil is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9LaGrange, GA
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Not Just TAXES, L.P is a small Accounting company in LaGrange, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9LaGrange, GA
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PJ Financial Group LLC is an Accounting company. Launched in 1995, their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Asa Sul, Brasilia, Brazil
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Accounting company Cyber Contabilidade is in Asa Sul, Brasilia, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Columbus, GA
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Small Accounting company AJK, LLC, is headquartered in Columbus, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lago Norte, Brasilia, Brazil
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Importe Center Contabilidade is an Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2004.
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UndisclosedUndisclosed2 - 9Guará I, Brasilia, Brazil
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Contag Contabilidade Auditoria e Consultoria is an Accounting company founded in 2017. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Surprise, AZ
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Established in 1998, Traders Accounting is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Águas Claras Brasília, Brazil
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FAPRI Contabilidade is an Accounting company based in Águas Claras Brasília, Brazil. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lawrenceville, GA
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Accounting company MSM Advisors, LLC is located in Lawrenceville, Georgia. Founded in 1991, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Loganville, GA
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Rector, Reeder & Lofton, P.C. Is a small Accounting company based in Loganville, Georgia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brasilia, Brazil
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Contex Contabilidade is an Accounting company. Their small team is located in Brasilia, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Rovin Capital, a small Accounting company, is based in Mesa, Arizona. The team offers Accounting.
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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 -
$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 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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.