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 - 49
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Founded in 1996, Ativo Assessoria Contábil, a small Accounting company, is headquartered in navegantes, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Águas Claras - Brasília, Brazil
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Cognize Assessoria e Consultoria Empresarial is an Accounting company. They provide Accounting and Business Consulting and were founded in 1999. The firm is based in Águas Claras - Brasília,
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UndisclosedUndisclosed2 - 9Lewisville, TX
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Accounting company Robert W Alcorn, MBA CPA was established in 2005. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Brasília, Brazil
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Business Consulting company Advocacia Murillo de Aragão provides Business Consulting and Accounting. They are headquartered in Brasília, Brazil.
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UndisclosedUndisclosed2 - 9Lewisville, TX
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Hirji, CPA, LLC is an Accounting company. The Lewisville, Texas-based company was launched in 2010. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9South Lake, Brasilia , Brazil
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Barral M Jorge Associated Consultants, an Accounting company, was launched in 2011. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Torino, Italy
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Founded in 1991, Consulenza d’Impresa, a small Accounting company, is in Torino, Italy. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yucaipa, CA
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Prospect Financial Solutions is an Accounting and Business Consulting company. They provide Accounting and Business Consulting and were established in 2007.
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UndisclosedUndisclosed250 - 999Ciudad de México, Mexico
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Goodrich Riquelme y Asociados is an Accounting company. They are based in Ciudad de México, Mexico, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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EPeimy is a small Ciudad de México, Mexico-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Carvalho & Freire Contadores Associados is an Accounting company. The -based company was established in 2007. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Located in Ciudad de México, Mexico, AMP Consultoria is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bethesda, MD
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Small Accounting and Business Consulting company HAVANA 61, is located in Bethesda, Maryland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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ADQU. Contadores Públicos y Abogados is an Accounting company founded in 2012. In Ciudad de México, Mexico, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Miraflores, Peru
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Small Accounting company Ganemo Corporation, is located in Miraflores, Peru. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Olivos, Peru
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K GENERAL SOLUTIONS is an Accounting company. Located in Los Olivos, Peru, the firm was founded in 2016. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Essen, Germany
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Weigel-Erbe is an Accounting and Business Consulting company. They are based in Essen, Germany and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cercado de Lima, Peru
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Rosadio Contadores SAC is an Accounting company. They are in Cercado de Lima, Peru and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Guarulhos, Brazil
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R.B.C Soluções e Assessoria Contábil is a small Guarulhos, Brazil-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cercado de Lima, Peru
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Launched in 2015, A & S BUSINESS CONSULTANCY is an Accounting company. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Miguel, Peru
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Carmanger Estudio Contable y Tributario is a small Accounting company located in San Miguel, Peru. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Guarulhos, Brazil
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Pabi Contábil, a small Accounting company, is located in Guarulhos, Brazil. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Lima, Peru
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Small Accounting company Asesores & Consultores Gonzales, is headquartered in Lima, Peru. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Leipzig, Germany
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Merito is an Accounting company. The team is based in Leipzig, Germany, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santiago de Surco, Peru
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Aguero & Asociados Consultoría Tributaria is an Accounting company. The Santiago de Surco, Peru-based agency was launched in 2018. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cercado de Lima, Peru
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Alejos Consultores & Auditores is an Accounting company. The team is located in Cercado de Lima, Peru, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Leipzig, Germany
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Small Accounting company Concept Ziwes & Kinner, is in Leipzig, Germany. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Salvador, El Salvador
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Pérez Portillo and Associates is a Business Consulting company. They are in San Salvador, El Salvador and have small team. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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LTR Consultoria e Assessoria Contabil is an Accounting company. Their small team is located in Los Angeles, California. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49
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In Bairro Navegantes, California, TDF Gestão, Contabilidade e Resultados is an Accounting and ERP consulting and SI company. They offer Accounting and ERP consulting and SI and were launched in
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UndisclosedUndisclosed2 - 9Rome, GA
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Small Accounting company Bowen & Associates, P.C., is headquartered in Rome, Georgia and Summerville, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Palm Bay, FL
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Centro Latino Taxes And Services is an Accounting company. Their small team is in Palm Bay, Florida. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Rome, GA
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Howse, Rice, & Brown CPAs is a small Rome, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Prime Contabilidade is an Accounting company. Located in , their team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Thessaloniki, Greece
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Terziadis & Partners is an Accounting company launched in 1996. Based in Thessaloniki, Greece, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249
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Accounting company VERS Contabilidade was established in 2008. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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Viera Tax Consulting is an Accounting company. Their small team of employees is headquartered in Melbourne, Florida. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Thessaloniki, Greece
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Founded in 2018, UPECO Hellas is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Austell, GA
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Whittington, Jones & Rudert, LLC is an Austell, Georgia-based Accounting company. Launched in 1967, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thessaloniki, Greece
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The CIP IKE is a small Accounting company headquartered in Thessaloniki, Greece. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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Thompson & Associates CPAs, LLC is an Accounting company. They are located in Roswell, Georgia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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Lindsey, Greenway & McIntire, LLC is a small Accounting company located in Roswell, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Palm Springs, CA
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Headquartered in Palm Springs, California, barton CPA is an Accounting company. Launched in 1997, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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Thomas Bowen CPA is a small Roswell, Georgia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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Accounting company Wendell Causey, CPA, PC is in Roswell, Georgia. Founded in 1994, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Ez Tax Solutions is an Accounting company. Launched in 2003, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9King City, CA
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Borzini Accounting & Consulting, LLP is a small Accounting company. They provide Accounting and Business Consulting and were launched in 2011.
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UndisclosedUndisclosed2 - 9Santiago de Surco, Peru
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LCL Business Consulting is an Accounting company. Their small team is based in Santiago de Surco, Peru. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Jesús María, Peru
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In Jesús María, Peru, Peruana Consultores Empresariales is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9San Martín de Porres, Peru
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In San Martín de Porres, Peru, J Villar Contable, Juridico y Comercio Exterior is an Accounting company. Launched in 1996, the team focuses on Accounting.
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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.