Top Financial Services Firms
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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 - 49Tallahassee, FL
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Rosier & Co PA is an Accounting company. Located in Tallahassee, Florida, the agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Working Quality Consultores, S.C., an Accounting company, is located in Ciudad de México, Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tallahassee, FL
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Skelton, Bryant, Bryant & Scarboro, P.A. Is an Accounting company. The Tallahassee, Florida-based company was established in 1961. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Roseville, CA
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Launched in 1979, Scott & Baldwin, CPAs is a small Roseville, California-based Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tallahassee, FL
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Beidel & Company PA is an Accounting company. The team focuses on Accounting and is based in Tallahassee, Florida.
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UndisclosedUndisclosed2 - 9Guará, Brasilia, Brazil
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Established in 2011, BSB Contabilidade is an Accounting company. The firm offers Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Wing North - Brasília, Brazil
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WA Consultoria Contábil is an Accounting company. They were established in 2014 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brasília, Brazil
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Contabilidade Brasiliense is a small Brasília, Brazil-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Brasilia, Brazil
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Spíndola Gestão Empresarial is an Accounting company. Launched in 2018, the firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Peachtree City, GA
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Small Accounting company Prime Tax and Accounting Services, is based in Peachtree City, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brasilia, Brazil
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Styllus Contabilidade is an Accounting company. Founded in 1999, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Ciudad de México, Mexico
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Garrigues is an Accounting company. Established in 1941, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Peachtree City, GA
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Located in Peachtree City, Georgia, Peachtree Financial Services is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Auxano LTD is an Accounting company. Founded in 2002, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Guará, Brasília , Brazil
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Small Accounting company Mendes Auditoria Consultoria e Contabilidade, is headquartered in Guará, Brasília , Brazil. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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Alycsa is an Accounting company. They are in Ciudad de México, Mexico and have midsize team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Marietta, GA
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Cobb CPA Services is an Accounting company. They are in Marietta, Georgia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brasilia, Brazil
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In Brasilia, Brazil, Princípios Contabilidade is an Accounting company. They offer Accounting and HR Outsourcing and were founded in 2016.
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UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
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Accounting company PSConsultoría provides Accounting. They were launched in 1988.
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UndisclosedUndisclosed2 - 9Stone Mountain, GA
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Books, Taxes & More is an Accounting company. They are headquartered in Stone Mountain, Georgia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rincon, GA
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C. Neal Kessler Jr., CPA P.C. Is an Accounting company. The Rincon, Georgia-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Powder Springs, GA
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Milkwick & Company is an Accounting company. The Powder Springs, Georgia-based firm was established in 1994. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Powder Springs, GA
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Stacy L. Bates, CPA is an Accounting company. They are located in Powder Springs, Georgia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49
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Gerencial Auditoria e Consultoria S/S is an Accounting company. They are headquartered in and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Powder Springs, GA
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RC Tax & Accounting is an Accounting company. Their team is based in Powder Springs, Georgia and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lithia Springs, GA
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Langley Tax & Accounting, LLC is an Accounting company launched in 1996. The company offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Powder Springs, GA
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Lewis G. Cox & Associates LLC is an Accounting company. They were established in 2013 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ripley, WV
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Established in 2004, Hersman & Associates is an Accounting company. The team offers Accounting and Business Consulting and is in Ripley, West Virginia.
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UndisclosedUndisclosed2 - 9Huntington, WV
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Porter & Associates CPAs is an Accounting company established in 1979. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Weirton, WV
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SM Magnone CPA, an Accounting company, was launched in 2005. The team focuses on Accounting and is in Weirton, West Virginia.
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UndisclosedUndisclosed2 - 9Lewisville, TX
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Padgett Business Services of DFW, an Accounting company, was founded in 1965. Headquartered in Lewisville, Texas, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Alleader Contabilidade Gerencial, an Accounting company, was launched in 1998. Based in , the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lewisville, TX
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KM Accountants LLC, a small Accounting company, is located in Lewisville, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Centrocon focuses on Accounting. They are in Jardim Itu-Sabará, California.
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UndisclosedUndisclosed2 - 9Lewisville, TX
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Strange & Coats, PC is an Accounting company established in 1956. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Assemp Assessoria Contábil e Empresarial is an Accounting company. They offer Accounting and were launched in 1988. The company is located in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Lewisville, TX
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Michael D. Lawrence, Jr., Inc. Is an Accounting company. They offer Accounting and were established in 1995.
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UndisclosedUndisclosed2 - 9Managua, Nicaragua
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Auditaxes is an Accounting company. They are based in Managua, Nicaragua and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Barcelona, Spain
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Launched in 1979, TAS Consultoria, a small Accounting company, is located in Barcelona, Spain. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lewisville, TX
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KW Accounting Solutions, PLLC is a small Accounting company launched in 2014. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Compton, CA
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ADSul Contabilidade is a small Accounting company. Established in 1998, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Managua, Nicaragua
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Established in 2010, Financial Engineering is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Downey, CA
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Founded in 1994, NR Assessoria Empresarial is an Accounting company. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Managua, Nicaragua
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FJBrown & Co. Is a small Managua, Nicaragua-based Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Lewisville, TX
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Millennial Bookkeeping & Advisory Services is an Accounting company. Founded in 2013, the company is based in Lewisville, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Managua, Nicaragua
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Founded in 2011, Gaitán y Asociados, S.A. Is a small Managua, Nicaragua-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Managua, Nicaragua
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In Managua, Nicaragua, VCM is a small Accounting company. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Taguatinga Norte - Brasilia, Brazil
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3m Contabilidade Eireli ME is a small Finance & Accounting Outsourcing (FAO) company established in 2014. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Highland Village, TX
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Headquartered in Highland Village, Texas, Rand McMicken & Associates, PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Managua, Nicaragua
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Opticall BPO is an Accounting company. Located in Managua, Nicaragua, their midsize team offers Accounting and Finance & Accounting Outsourcing (FAO). The firm was established in 2016.
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List of the Top 15 Financial Services Companies
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$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.