Top Financial Services Firms
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$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.
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UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
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I-MANT is an Accounting company. The Ciudad de México, Mexico-based company specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Clarksburg, WV
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Tetrick & Bartlett PLLC is a small Accounting company located in Clarksburg, West Virginia and Fairmont, West Virginia. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Ciudad de México, Mexico
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OutHand Consulting is an Accounting company. Founded in 2017, the agency is headquartered in Ciudad de México, Mexico. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Estructura Empresarial, a Staffing company, was launched in 1999. The team offers Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Patchway, England
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Small Accounting company TSA Accountants Bristol LTD, is headquartered in Patchway, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Congresbury, England
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Located in Congresbury, England, Congresbury Accountancy Services is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ripley, WV
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Matheny & Company AC is an Accounting company located in Ripley, West Virginia. Established in 2014, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
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Established in 2008, Great to Work México is an Accounting company. The company specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Bristol, England
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The Bristol Bookkeeper is a small Accounting company in Bristol, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nezahualcóyotl, Mexico
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WARTENBERG CONSULTING is an Accounting company. They are headquartered in Nezahualcóyotl, Mexico and have small team. Their team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
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Despacho Contable Olivier & Company, a small Accounting company, is headquartered in Ciudad de México, Mexico. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bristol, England
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BCAP, a small Accounting company, is in Bristol, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
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Accounting company Soluciones Integrales G&D is based in Ciudad de México, Mexico. The team specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Bristol, England
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L J Hall & Co is an Accounting company. Their small team is in Bristol, England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Nezahualcóyotl, Mexico
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Ehs Consultoria is a small Nezahualcóyotl, Mexico-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Nezahualcóyotl, Mexico
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REGULATE, an Accounting company, was founded in 2015. The agency offers Accounting and Corporate Training & Coaching, and is small.
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UndisclosedUndisclosed2 - 9Livonia, MI
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Wellington Mackenzie CPA Group is an Accounting company based in Livonia, Michigan. The team offers Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Beckley, WV
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Located in Beckley, West Virginia, Richmond & Company, CPA's, A.C. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nezahualcóyotl, Mexico
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Guerra Olvera y Asociados S.C. Is an Accounting company. Their team is based in Nezahualcóyotl, Mexico and offers Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Grupo Beamber Especialistas, S.A. De C.V. Is a small Accounting company based in Ciudad de México, Mexico. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Livonia, MI
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Accounting company Tedder Whitlock Consulting is in Livonia, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nezahualcóyotl, Mexico
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MS Consultores is a small Nezahualcóyotl, Mexico-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Summersville, WV
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Adkins & Young PLLC is a small Accounting company based in Summersville, West Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Livonia, MI
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G & D Accounting is an Accounting company. They offer Accounting and are in Livonia, Michigan.
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UndisclosedUndisclosed2 - 9Morgantown, WV
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Alliance Tax & Bookkeeping LLC is a small Accounting company established in 2015. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Livonia, MI
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Swad & Company is an Accounting company. Launched in 1989, the team focuses on Accounting and Business Consulting. The company is in Livonia, Michigan.
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UndisclosedUndisclosed2 - 9Maceió, Brazil
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Rather Coworking is a small Maceió, Brazil-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Princeton, WV
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Autrey & Toler AC is a small Princeton, West Virginia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Maceió, Brazil
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Launched in 1990, Cast group, a large Accounting company, is based in Maceió, Brazil. Their team offers Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Staffing company Serter Socios de Talento is based in Ciudad de México, Mexico. The team offers Staffing and Recruiting.
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UndisclosedUndisclosed10,000+Maceió, Brazil
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Totvs is a large Maceió, Brazil-based Accounting company. The team specializes in Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9
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Tax & Trade Consulting Firm is a Business Consulting company. They focus on Business Consulting and Accounting and are based in San Salvador, El Salvador.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Small Accounting company Big group Contadores Asesores, is headquartered in Bogotá, Colombia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Powell CPA is an Accounting company. Headquartered in Chattanooga, Tennessee, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Small Accounting company Audit and Consulting DLC SAS, is headquartered in Bogotá, Colombia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Brookings, SD
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Located in Brookings, South Dakota, Brian J. Hildebrant, CPA, P.C. Is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Aseint Ltda is an Accounting company. They are headquartered in Bogotá, Colombia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rapid City, SD
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Freidel & Associates, LLC, a small Accounting company, is headquartered in Rapid City, South Dakota. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bogotá, Colombia
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Midsize Accounting company G & D CONSULTING GROUP S.A.S., is located in Bogotá, Colombia. The team offers Accounting.
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UndisclosedUndisclosed250 - 999Long Beach, CA
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Laserfiche is an Accounting company founded in 1987. Their team provides Accounting and Customer Service Outsourcing.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Soluciones Bautista, an Accounting company, was founded in 2008. In Bogotá, Colombia, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Cedar Rapids, IA
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Quick Action Accounting & Business Solutions is an Accounting company. They offer Accounting and were established in 2012.
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UndisclosedUndisclosed10 - 49Park Ridge, IL
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McLennan Companies is a Commercial Brokerage Services company. Their team is located in Park Ridge, Illinois. The firm focuses on Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Lemmon, SD
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Located in Lemmon, South Dakota, Jeannie Ericsson, CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Alexander Hanson, Inc. Is an Accounting company. Founded in 2017, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sturgis, SD
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Simmons & Silver CPA PC is an Accounting company launched in 2018. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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A&A Consultores is an Accounting company. In Bogotá, Colombia, the agency was established in 2000. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Livonia, MI
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Lylas Tax & Accounting is an Accounting company. Their team is headquartered in Livonia, Michigan. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Livonia, MI
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Launched in 2018, Mehanna Advisors PLLC is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
Services provided
MGT Gestio is a small Accounting company in Barcelona, Spain. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
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
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.7/40.017.2/20 Reviews10/10 Clients & Experience9.5/10 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 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
35.9/40.016.6/20 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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.9/40.017/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% 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
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.4/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 -
$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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.