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 - 49Deerfield Beach, FL
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Tax House is a Deerfield Beach, Florida-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Ciudad de México, Mexico
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NABE, Soluciones en Capital Humano is an Accounting company. The team is located in Ciudad de México, Mexico, and their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Advanced Professional Accounting Services is an Accounting company. They are headquartered in Deerfield Beach, Florida and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Staffing company ConecTalent is headquartered in Ciudad de México, Mexico. The team offers Staffing and Recruiting.
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UndisclosedUndisclosed250 - 999Ciudad de México, Mexico
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Midsize Staffing company Conexion Ejecutiva, is headquartered in Ciudad de México, Mexico. The team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9
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KINTSUGI BOOKKEEPING LLC is an Accounting company. They are located in Deerfield Beach, Florida and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Keller & Co is an Accounting company. Based in Deerfield Beach, Florida, their small team offers Accounting. The firm was founded in 2011.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Accountable Financial Services Group is an Accounting company. Launched in 2007, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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R&C Consultores is an Accounting company. Their small team is headquartered in Bogotá, Colombia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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ACIRES CORP is an Accounting company. They are located in Bogotá, Colombia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Walker Ostrowski Williams is an Accounting company. Their small team is located in Deerfield Beach, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Based in Bogotá, Colombia, Cuéllar & Jiménez Asocs. Scc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Barcelona, Spain
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García Linares Advisory is an Accounting company. Their team is based in Barcelona, Spain. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Launched in 2003, Actax, a small Accounting company, is in Deerfield Beach, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Malden, MA
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Headquartered in Malden, Massachusetts, Republic Properties is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Established in 1984, Despacho Contable Oriente is a small Ciudad de México, Mexico-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Nezahualcóyotl, Mexico
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Small Accounting company TaxDay, is based in Nezahualcóyotl, Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Launched in 1975, Caruso and Company, PA is a small Accounting company based in Deerfield Beach, Florida. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Silver Spring, MD
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Headquartered in Silver Spring, Maryland, JV Tax & Accounting Services, LLC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Established in 1995, Galvez Campos y Asociados S.C., a small Accounting company, is in Nezahualcóyotl, Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rockville, MD
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Small Accounting company Woodard & Associates, is based in Rockville, Maryland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Blacksburg, VA
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McMillion & McMillion, PC, CPA is a small Blacksburg, Virginia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Tax Wise Corporation is an Accounting company founded in 2016. Based in Deerfield Beach, Florida, the team provides Accounting.
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UndisclosedUndisclosed2 - 9București, Romania
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Launched in 2006, Accounting Leader is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Parkersburg, WV
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Tenney & Associates, LLC CPA's, an Accounting company, provides Accounting and Business Consulting. The company is in Parkersburg, West Virginia.
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UndisclosedUndisclosed2 - 9Rockville, MD
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Established in 2014, Nitya LLC is an Accounting company. Based in Rockville, Maryland, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Established in 2012, A&B Accounting and Business Solutions is an Accounting company. Located in Deerfield Beach, Florida, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Silver Spring, MD
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Advance Financial LLC, a small Accounting company, is in Silver Spring, Maryland. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Consultores y Auditores Globales is a small Accounting company headquartered in San Miguel, Peru. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Silver Spring, MD
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Fac Totum - Centro Latino de Finanzas is an Accounting company. They are located in Silver Spring, Maryland and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Livermore, CA
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EZ E-File Tax Preparers, an Accounting company, is in Livermore, California. Launched in 2001, the team offers Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Cercado de Lima, Peru
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Small Accounting company Corporación Empresarial GP, is in Cercado de Lima, Peru. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9București, Romania
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Small Accounting company SC CONTABILUL TAU SRL, is located in București, Romania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Miguel, Peru
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Small Accounting and Business Consulting company Alto Asesores, is headquartered in San Miguel, Peru. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Accounting company OGC Associates was established in 2008. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed10 - 49Asheville, NC
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Small Accounting company Sullivan & Sullivan PLLC, is located in Asheville, North Carolina and Fayetteville, West Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Livermore, CA
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Priority Tax & Business Services is a Livermore, California-based Accounting company. They provide Accounting and Business Consulting and were founded in 2010.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Danzinger & Associates Pa is an Accounting company headquartered in Deerfield Beach, Florida. Founded in 2015, the team provides Accounting.
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UndisclosedUndisclosed2 - 9București, Romania
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GP-Tax is a small Accounting company founded in 2011. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Weston, FL
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John E Law, CPA, AC, an Accounting company, was founded in 1992. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49București, Romania
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Founded in 2012, Chronax is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wheeling, WV
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Anthony & Associates, an Accounting company, offers Accounting. The agency is headquartered in Wheeling, West Virginia.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Based in Deerfield Beach, Florida, RuggieroCPA, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bristol, England
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Reed & Co is an Accounting company. Their small team is in Bristol, England. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Winterbourne, England
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Winstone Green is an Accounting company. They are based in Winterbourne, England and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bethesda, MD
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Small Accounting company Febrey CPA, is headquartered in Bethesda, Maryland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hooksett, NH
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Bristol Group LLC is a small Accounting company headquartered in Hooksett, New Hampshire. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Kensington, MD
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Launched in 1980, Grants Management Systems is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bristol, England
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Prowting & Partners is a small Bristol, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Silver Spring, MD
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Small Accounting company MM & Company, is based in Silver Spring, Maryland. The team specializes in 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.