Top Financial Services Firms
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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 - 9San Miguel, Peru
Services provided
Carmanger Estudio Contable y Tributario is a small Accounting company located in San Miguel, Peru. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Guarulhos, Brazil
Services provided
Pabi Contábil, a small Accounting company, is located in Guarulhos, Brazil. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lima, Peru
Services provided
Small Accounting company Asesores & Consultores Gonzales, is headquartered in Lima, Peru. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Leipzig, Germany
Services provided
Merito is an Accounting company. The team is based in Leipzig, Germany, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santiago de Surco, Peru
Services provided
Aguero & Asociados Consultoría Tributaria is an Accounting company. The Santiago de Surco, Peru-based agency was launched in 2018. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cercado de Lima, Peru
Services provided
Alejos Consultores & Auditores is an Accounting company. The team is located in Cercado de Lima, Peru, and their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Leipzig, Germany
Services provided
Small Accounting company Concept Ziwes & Kinner, is in Leipzig, Germany. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Salvador, El Salvador
Services provided
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.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
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.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
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
Read more -
UndisclosedUndisclosed2 - 9Rome, GA
Services provided
Small Accounting company Bowen & Associates, P.C., is headquartered in Rome, Georgia and Summerville, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Palm Bay, FL
Services provided
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).
Read more -
UndisclosedUndisclosed2 - 9Rome, GA
Services provided
Howse, Rice, & Brown CPAs is a small Rome, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Prime Contabilidade is an Accounting company. Located in , their team offers Accounting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9Thessaloniki, Greece
Services provided
Terziadis & Partners is an Accounting company launched in 1996. Based in Thessaloniki, Greece, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Accounting company VERS Contabilidade was established in 2008. The agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Melbourne, FL
Services provided
Viera Tax Consulting is an Accounting company. Their small team of employees is headquartered in Melbourne, Florida. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Thessaloniki, Greece
Services provided
Founded in 2018, UPECO Hellas is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Austell, GA
Services provided
Whittington, Jones & Rudert, LLC is an Austell, Georgia-based Accounting company. Launched in 1967, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thessaloniki, Greece
Services provided
The CIP IKE is a small Accounting company headquartered in Thessaloniki, Greece. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Roswell, GA
Services provided
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.
Read more -
UndisclosedUndisclosed2 - 9Roswell, GA
Services provided
Lindsey, Greenway & McIntire, LLC is a small Accounting company located in Roswell, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Palm Springs, CA
Services provided
Headquartered in Palm Springs, California, barton CPA is an Accounting company. Launched in 1997, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Roswell, GA
Services provided
Thomas Bowen CPA is a small Roswell, Georgia-based Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roswell, GA
Services provided
Accounting company Wendell Causey, CPA, PC is in Roswell, Georgia. Founded in 1994, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Ez Tax Solutions is an Accounting company. Launched in 2003, their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9King City, CA
Services provided
Borzini Accounting & Consulting, LLP is a small Accounting company. They provide Accounting and Business Consulting and were launched in 2011.
Read more -
UndisclosedUndisclosed2 - 9Santiago de Surco, Peru
Services provided
LCL Business Consulting is an Accounting company. Their small team is based in Santiago de Surco, Peru. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Jesús María, Peru
Services provided
In Jesús María, Peru, Peruana Consultores Empresariales is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Martín de Porres, Peru
Services provided
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.
Read more -
UndisclosedUndisclosed10 - 49San Miguel, Peru
Services provided
H. Olano & Asociados Contadores Publicos- Auditores is an Accounting company. Their small team of employees is headquartered in San Miguel, Peru. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Olivos, Peru
Services provided
Eficent is a small Los Olivos, Peru-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cercado de Lima, Peru
Services provided
GREMSAC Soluciones-Analisis-Calidad is an Accounting company. They are based in Cercado de Lima, Peru and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mexico City, Mexico
Services provided
HLP Intelligent Business is an Accounting company. The agency is in Mexico City, Mexico. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
John P Zukoski CPA is an Accounting and Finance & Accounting Outsourcing (FAO) company. Established in 1994, the agency offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Dispatch Torres Vidal y Asociados, an Accounting company, offer Accounting and Business Consulting. They were launched in 1988.
Read more -
UndisclosedUndisclosed2 - 9Thessaloniki, Greece
Services provided
Isologistiki is an Accounting company. Their small team is based in Thessaloniki, Greece. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Founded in 1998, Despacho Alcalá is an Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Del Barrio y Cia is an Accounting company. Launched in 1965, the company is in Ciudad de México, Mexico. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
In Ciudad de México, Mexico, Ache is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Silver Spring, MD
Services provided
TaxGuru Tax Services is an Accounting company. They are based in Silver Spring, Maryland and have small team. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Silver Spring, MD
Services provided
Marshall & Reumont CPAs is an Accounting company. Headquartered in Silver Spring, Maryland, their team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Silver Spring, MD
Services provided
Jordan Tempchin & Associates is an Accounting company. They are headquartered in Silver Spring, Maryland and have small team. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Barranquilla, Colombia
Services provided
Munive Arrieta Consultores S.A.S, a small Accounting company, is headquartered in Barranquilla, Colombia. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Silver Spring, MD
Services provided
District Financial Planning, a small Accounting company, is in Silver Spring, Maryland. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Roswell, GA
Services provided
Small Accounting company Victor C. Smith P.C., is in Roswell, Georgia. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Silver Spring, MD
Services provided
Based in Silver Spring, Maryland, Tempchin & Bowers, LLC is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Jasper, GA
Services provided
Jeffrey C. Turner, C.P.A. Is an Accounting company. They are located in Jasper, Georgia and have small team. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Silver Spring, MD
Services provided
COGC, CPAs, a small Accounting and Business Consulting company, is in Silver Spring, Maryland. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Rockville, MD
Services provided
In Rockville, Maryland, Rosenthal Accounting is a small Accounting company. The team focuses on Accounting.
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
-
$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% 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 -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 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
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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.