Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed2 - 9Wheeling, WV
Services provided
The Glessner Group is an Accounting company founded in 1998. The team offers Accounting and Business Consulting and is in Wheeling, West Virginia.
Read more -
UndisclosedUndisclosed2 - 9Bogotá, Colombia
Services provided
Kaliza Consulting Group is an Accounting company. Their small team is headquartered in Bogotá, Colombia. Their team offers Accounting.
Read more -
UndisclosedUndisclosed250 - 999Ciudad de México, Mexico
Services provided
Grupo Estrategia is a Staffing company. The Ciudad de México, Mexico-based team offers Staffing and Recruiting.
Read more -
UndisclosedUndisclosed50 - 249Bogotá, Colombia
Services provided
Russell Bedford RBG is an Accounting company. They are based in Bogotá, Colombia and have midsize team. They offer Accounting.
Read more -
UndisclosedUndisclosed50 - 249Bogotá, Colombia
Services provided
Launched in 2008, Auditar Colombia S.A.S. Is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bogotá, Colombia
Services provided
Headquartered in Bogotá, Colombia, COASFIN Consultores Financieros SAS is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Martinsburg, WV
Services provided
Dopson & Associates, PLLC is an Accounting company. The company is in Martinsburg, West Virginia. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Nezahualcóyotl, Mexico
Services provided
JQ Consultaría is a small Nezahualcóyotl, Mexico-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Nezahualcóyotl, Mexico
Services provided
Mavid CC Asesores is a small Accounting company based in Nezahualcóyotl, Mexico. The team provides Accounting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9București, Romania
Services provided
Mondo Conta Consult is an Accounting company. Their small team is located in București, Romania and provides Accounting and HR Consulting. The company was founded in 2003.
Read more -
UndisclosedUndisclosed2 - 9București, Romania
Services provided
Grecu & Greblis Accountants Group SRL, an Accounting company, was established in 2016. The company provides Accounting and HR Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Livonia, MI
Services provided
Henry Jackson CPA is an Accounting company located in Livonia, Michigan. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bluefield, WV
Services provided
Based in Bluefield, West Virginia, Henry H. Jones, CPA, PLLC is a small Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Livonia, MI
Services provided
Accountax Inc. Is an Accounting company. Founded in 1985, the team focuses on Accounting and Business Consulting. The company is based in Livonia, Michigan.
Read more -
UndisclosedUndisclosed2 - 9Livonia, MI
Services provided
Numerico, PC is an Accounting company. They focus on Accounting and Business Consulting and were established in 1980. The firm is based in Livonia, Michigan.
Read more -
UndisclosedUndisclosed2 - 9Huntington, WV
Services provided
Located in Huntington, West Virginia, twp is an Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sabadell, Spain
Services provided
Anvigar Associats is a small Accounting company located in Sabadell, Spain. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Barcelona, Spain
Services provided
Ramells Ramoneda is an Accounting company. The team provides Accounting and Business Consulting and is in Barcelona, Spain.
Read more -
UndisclosedUndisclosed2 - 9Wilmington Island, GA
Services provided
Jerry McNair, CPA, an Accounting company, is headquartered in Wilmington Island, Georgia. They specialize in Accounting and were founded in 2005.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Established in 2013, The Bean Counters Bookkeeping, LLC is an Accounting company. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Barcelona, Spain
Services provided
Small Accounting company Silga, is in Barcelona, Spain. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Carlisle Dorafshani Wohl & Associates Inc. Is an Accounting company. They are located in Los Angeles, California, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bristol, England
Services provided
Small Accounting company Avonhurst, is located in Bristol, England. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bogotá, Colombia
Services provided
Cortes Accounting Services, an Accounting company, was founded in 2010. The team focuses on Accounting and is in Bogotá, Colombia.
Read more -
UndisclosedUndisclosed2 - 9La Perla, Peru
Services provided
Antunez & Asociados is a small Accounting and Business Consulting company in La Perla, Peru. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Bogotá, Colombia
Services provided
Accounting company OGC Contadores Asociados SAS focuses on Accounting. They are headquartered in Bogotá, Colombia.
Read more -
UndisclosedUndisclosed2 - 9Barcelona, Spain
Services provided
Established in 1956, Assessoria Rubio is an Accounting company. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Miguel, Peru
Services provided
NAXOS BPO Corporacion SAC is an Accounting company. Their small team is in San Miguel, Peru. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bogotá, Colombia
Services provided
Gira Asesores Somos Confianza y Respaldo, a small Accounting company, is headquartered in Bogotá, Colombia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bristol, England
Services provided
In Bristol, England, B-A-S Ltd is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9La Perla, Peru
Services provided
Sercont - Asesoría Contable y Tributaria is an Accounting company. Their small team is in La Perla, Peru. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Richmond Hill, GA
Services provided
Frost Accounting Services is a Richmond Hill, Georgia-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bristol, England
Services provided
Stone & Co Chartered Accountants is an Accounting company. The Bristol, England-based agency was established in 1998. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bristol, England
Services provided
Hewitt Accountancy Ltd is an Accounting company. Their small team is in Bristol, England. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Waycross, GA
Services provided
Accounting company BYRT CPAs, LLC specializes in Accounting and Business Consulting. They are headquartered in Waycross, Georgia and Alma, Georgia.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Rock Accountancy Services is a small Accounting company based in Bristol, England. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Appropriate Accounting Services is an Accounting company in Atlanta, Georgia. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
HuntRED® is an Accounting company. The team offers Accounting and Staffing, and the agency is headquartered in Ciudad de México, Mexico.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
Gayle Accounting & Tax Consulting is an Accounting company. Their small team is headquartered in Marietta, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Smyrna, GA
Services provided
Small Accounting company The Osborne CPA Firm, P.C., is headquartered in Smyrna, Georgia. The team focuses on Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Snellville, GA
Services provided
Hamilton Financial is an Accounting company. Their team is in Snellville, Georgia and specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
Services provided
PRONOMINA is a Staffing company established in 2005. The firm focuses on Staffing and Recruiting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Accounting company Revisora Fiscal - Contabilidade was established in 1989. The small team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
RHmatic is a small Accounting company located in Ciudad de México, Mexico. The team specializes in Accounting and Staffing.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Accounting company Methodus Contabilidade was launched in 1993. The agency focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Accounting company Conzatti Accounting is located in San Diego, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Small Accounting company TERCEA, is headquartered in Ciudad de México, Mexico. The team focuses on Accounting and Staffing.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
ONT Asesoría Empresarial, an Accounting company, was founded in 2018. The company offers Accounting and Staffing.
Read more -
UndisclosedUndisclosed10 - 49Buena Park, CA
Services provided
Contafer Contabilidade e Assessoria is a small Accounting company launched in 1969. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
Services provided
I-MANT is an Accounting company. The Ciudad de México, Mexico-based company specializes in Accounting and Staffing.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$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.