Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Waycross, GA
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Wester & Company is an Accounting company. Their small team is based in Waycross, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockton, CA
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Accounting company Bill Pollard CPA offers Accounting. They were launched in 1990.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Data Profit Assessoria Contabil e Fiscal is a small Accounting company based in Rio de Janeiro, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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The Accounting Works, LLC, a small Accounting company, is located in Woodstock, Georgia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Small Accounting company 3c Contabilidade, is in Rio de Janeiro, Brazil. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Executive Contábil is an Accounting company. Launched in 1984, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Woodstock, GA
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Davis & Associates, CPA and DPP, Inc. Is an Accounting company. In Woodstock, Georgia, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Stockton, CA
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Paradigm Tax Services, an Accounting company, is headquartered in Stockton, California. Founded in 2004, the team provides Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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Dryden Tax and Accounting Services is a small Woodstock, Georgia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Accounting with Schatz, LLC is an Accounting company. Founded in 2014, the firm is headquartered in Woodstock, Georgia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Stockton, CA
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Neumiller & Beardslee, an Accounting company, focus on Accounting and Commercial Development. They were established in 1903.
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UndisclosedUndisclosed2 - 9Keyport, NJ
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Accounting company Maldjian Citta & Company, PC. Is in Keyport, New Jersey. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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Adeptus Partners LLC is an Accounting company. Based in New York, New York and Ocean, New Jersey, the firm was established in 1985. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Barra da Tijuca - Rio de Janeiro, Brazil
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ABRANTES CONTABILIDADE is an Accounting company. The company is based in Barra da Tijuca - Rio de Janeiro, Brazil. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bayonne, NJ
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Graziano and Company CPA's is an Accounting company. The Bayonne, New Jersey-based team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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UCB UNIÃO CONTÁBIL BARRA is an Accounting company founded in 1971. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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In Rio de Janeiro, Brazil, Thargo Contabilidade is an Accounting company. Established in 1996, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Spring Lake, NJ
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Perkowski & Associates Cpa, an Accounting company, is based in Spring Lake, New Jersey. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Headquartered in Chicago, Illinois, Castillo & Company CPA LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rockville, MD
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Business & Financial Solutions, Inc, an Accounting company, was launched in 2000. The firm provides Accounting.
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UndisclosedUndisclosed250 - 999Chicago, IL
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Novogradac & Company LLP is an Accounting company. The agency is located in Chicago, Illinois. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Centreville, VA
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Nachman Networks, LLC is an Accounting company. They are in Centreville, Virginia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Lowell, MA
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Peter Witts CPA is an Accounting company launched in 2000. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Callao, Peru
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Zuñiga Outsourcing is an Accounting company. The Callao, Peru-based company specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Lowell, MA
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Anstiss & Co. Is an Accounting company launched in 1964. In Lowell, Massachusetts, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lowell, MA
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Accounting company Sullivan Dixon & Co is located in Lowell, Massachusetts. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Small Accounting company Dufek & Company, LLC, is located in Chicago, Illinois. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Miguel, Peru
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Estudio Contable Villa Muzio & Asociados is an Accounting company. They are based in San Miguel, Peru. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Burlington, NJ
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TCPA- Certified Public Accountants is a small Accounting company located in Burlington, New Jersey. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Headquartered in Chicago, Illinois, Kimmet & Associates, Inc. Is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Glen Rock, NJ
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Michele Theuerkauf, CPA LLC is a small Accounting company. They specialize in Accounting and were founded in 2009.
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UndisclosedUndisclosed2 - 9Chicago, IL
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J S Richter Ltd is a small Accounting company. They offer Accounting and Back Office Outsourcing and were launched in 1979.
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UndisclosedUndisclosed2 - 9Lakewood, NJ
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Gershon Biegeleisen & Co. CPA's is an Accounting company established in 2001. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Orange, NJ
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In West Orange, New Jersey and New York, New York, Kenneth Gibbons LLC (Out of Business) is an Accounting company. Launched in 2010, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toms River, NJ
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John P. Wauters and Company, LLC is a small Accounting company located in Toms River, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Peterborough, Canada
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Cody & James CPAs Professional Corporation is an Accounting company. The Peterborough, Canada-based team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Livingston, NJ
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Levine Jacobs & Co. LLC is an Accounting company established in 1952. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company Electro Accounting, is in Toronto, Canada. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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CPC Accounting Oakville is a small Oakville, Canada-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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Located in Vaughan, Canada, Maroof HS is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Quinte West, Canada
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Small Accounting company Frank Weyer, CPA, is based in Quinte West, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sharbot Lake, Canada
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Seeds & Company PC, a small Accounting company, is headquartered in Sharbot Lake, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Accounting company Sloan Partners was launched in 1991. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Cooper & Company is a small Accounting company headquartered in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Burlington, Canada
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Bateman MacKay LLP is a small Burlington, Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toms River, NJ
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McDermott & Associates, LLC is a small Toms River, New Jersey-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Guelph, Canada
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Tax Solutions Ltd., a small Accounting company, is in Guelph, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Acton, Canada
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Reg Marsh and Associates is an Accounting company. They are located in Acton, Canada and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
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Established in 1992, MDP LLP is a small Accounting company based in Mississauga, Canada. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Located in Toronto, Canada, Claudia Ku CPA is a small Accounting company. The team focuses on Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% 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.