Top Financial Services Firms
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Featured
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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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UndisclosedUndisclosed250 - 999Melbourne, Australia
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In Melbourne, Australia and Pune, India, Centelon is a big data analytics company. Founded in 2016, the team provides BI & big data consulting & SI and cloud consulting & SI.
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$1,000+$25 - $49 / hr10 - 49Phoenix, AZ
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Launched in 1967, Price Kong CPAs, Consultants is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Whin Global LLC is an Accounting company. Headquartered in Columbus, Ohio, the company was founded in 2018. Their team focuses on Accounting.
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$5,000+$200 - $300 / hr250 - 999Bethesda, MD
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Launched in 1980, Rubino & Company, Chartered is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Perth, Australia
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Accounting Services Perth is a Perth, Australia-based Accounting and Financial Advising & Planning company. Founded in 2019, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Rotterdam, Netherlands
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Crowe Peak is a Rotterdam, Netherlands-based Accounting company. They provide Accounting and Financial Advising & Planning.
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$25,000+Undisclosed10 - 49Horsham, PA
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Small Accounting company The Sharp Financial Group, is in Horsham, Pennsylvania and New York, New York. Their services include Accounting and Financial Advising & Planning.
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Undisclosed$25 - $49 / hr50 - 249Pune, India
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CryptoBiz Exchange is an Accounting and Financial Advising & Planning company launched in 2019. The midsize team specializes in Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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Western Valuers and Surveyors is a small Commercial Financing company. Founded in 2020, the team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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First Rate Mortgages Ltd is a Financial Advising & Planning company launched in 2006. Based in Auckland, New Zealand, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Tomball, TX
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Smart Accountants - a springline company is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO), and the agency is located in Tomball, Texas.
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UndisclosedUndisclosed10 - 49Greater London, England
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Thakur Chabert Limited is an Accounting company established in 2013. Headquartered in Greater London, England, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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My Legal Store is a Corporate Law company. Located in Warszawa, Poland, the company specializes in Corporate Law and Accounting.
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UndisclosedUndisclosed250 - 999Woburn, MA
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Analytix Finance & Accounting is a Finance & Accounting Outsourcing (FAO) company launched in 2006. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49
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Launched in 2010, GM Tax is an Accounting company. The small team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Accurate Accounting Solutions is an ERP consulting and SI company. Their small team of employees is in Abu Dhabi, United Arab Emirates. Their team provides ERP consulting and SI and Accounting.
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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Free Zones UAE is a Business Consulting and Financial Advising & Planning company launched in 2020. The small team focuses on Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Tallinn, Estonia
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Accounting company Enty provides Accounting and Business Consulting. They were launched in 2020.
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Undisclosed$25 - $49 / hr10 - 49
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SK Accountants & Tax Consultants LTD, a small Tax Law company, is based in Ilford, England. The team specializes in Tax Law and Accounting.
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$5,000+$50 - $99 / hr10 - 49Chennai, India
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Financial Advising & Planning company Axlerate Futuretech Pvt Ltd was launched in 2022. The company focuses on Financial Advising & Planning and Logistics & Supply Chain Consulting.
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UndisclosedUndisclosed10 - 49North Curl Curl, Australia
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Freshwater Financial Services is a Commercial Financing company founded in 2010. The firm focuses on Commercial Financing and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed10 - 49Frisco, TX
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Finance & Accounting Outsourcing (FAO) company HireEffect™ is located in Frisco, Texas. Established in 2007, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49
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Liu & Associates LLP is an Accounting company. Headquartered in Edmonton, Canada, their small team focuses on Accounting. The firm was founded in 2000.
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UndisclosedUndisclosed50 - 249
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Insurance Canopy is an Insurance Services & Brokers company. The agency is in North Chesterfield, Virginia. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Barcelona, Spain
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Parakar Group is a HR Outsourcing company. The Barcelona, Spain-based team offers HR Outsourcing and HR Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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Edward Asset Management LLP, a Financial Advising & Planning company, is in Liverpool, England. The team provides Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
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SA Tax Accountants is an Oldbrook, England-based Accounting company. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249West Perth, Australia
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GW Capital Group is an Accounting company. Established in 2019, their team offers Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Anand, India
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Founded in 1995, jk securities is a Commercial Financing company. Based in Anand, India and Anand, India, the team offers Commercial Financing and Financial Advising & Planning.
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$5,000+$25 - $49 / hr10 - 49
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Anderson Ross is a Financial Advising & Planning company. Launched in 2005, the team provides Financial Advising & Planning and Accounting. The firm is based in London, England.
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UndisclosedUndisclosed50 - 249
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Fin-ex Outsourcing is a midsize Dubai, United Arab Emirates-based Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249
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Global Accountancy Services is a Finance & Accounting Outsourcing (FAO) and Accounting company. Founded in 2006, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Wallsend, England
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Penda Financial Management is a Financial Advising & Planning company launched in 2019. Their services include Financial Advising & Planning.
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$1,000+Undisclosed10 - 49Docklands, Australia
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Founded in 1989, TASC Accountants & Business Advisors is an Accounting and Financial Advising & Planning company. Their team offers Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr250 - 999
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Global Accounting Corp is an Accounting company. The Bengaluru, India-based company focuses on Accounting and Financial Advising & Planning.
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$10,000+Undisclosed10 - 49Boston, MA
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Anomaly CPA is a small Accounting company established in 2018. Their team focuses on Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49
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Credit Max Solutions is a Financial Advising & Planning company founded in 2020. Their team specializes in Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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CKH Group is an Accounting company established in 2003. Based in Atlanta, Georgia and Cape Town, South Africa, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+$50 - $99 / hr10 - 49
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Elevated Accounting is a Southbank, Australia-based Commercial Financing company. They focus on Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49
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Accounting and Financial Advising & Planning company Credence was established in 2006. The team focuses on Accounting and Financial Advising & Planning and is headquartered in Ta' Xbiex, Malta.
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UndisclosedUndisclosed2 - 9Katowice, Poland
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Doradca Finansowy Katowice Śląsk is a Financial Advising & Planning company founded in 2018. The team focuses on Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249Hughes Springs, TX
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Payroll Services is a Finance & Accounting Outsourcing (FAO) and Accounting company founded in 2015. The midsize team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Jitendra Chartered Accountants - Auditing & Accounting Firms in Dubai, UAE, an Accounting company, was founded in 2001. The company focuses on Accounting, and is small.
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$1,000+< $25 / hr10 - 49Orcutt, CA
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Launched in 2017, QuickBooks Tool Hub | 1-844-734-9204 is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team focuses on Finance & Accounting Outsourcing (FAO) and
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UndisclosedUndisclosed10 - 49Pasadena, CA
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Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
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$5,000+$150 - $199 / hr50 - 249Dubai, United Arab Emirates
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Accounting company Corporate Tax UAE offers Accounting and Tax Law. They were established in 2012.
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$1,000+$100 - $149 / hr10 - 49Occoquan Historic District, VA
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One Degree Financial is a Business Consulting company launched in 2008. The company offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9South Melbourne, Australia
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BusinessAU is a Business Consulting company founded in 2022. The small team focuses on Business Consulting and Digital Strategy.
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$1,000+$25 - $49 / hr2 - 9The Woodlands, TX
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L&Y Tax Advisors is an Accounting company. The small The Woodlands, Texas-based team provides Accounting. The agency was founded in 2010.
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UndisclosedUndisclosed10 - 49Birmingham, England
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Cleartax Solutions Ltd. Is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2016.
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List of the Top 15 Financial Services Companies
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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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% 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
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.