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.
-
$5,000+$25 - $49 / hr10 - 49
Services provided
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.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
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.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
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.
Read more -
UndisclosedUndisclosed10 - 49Wallsend, England
Services provided
Penda Financial Management is a Financial Advising & Planning company launched in 2019. Their services include Financial Advising & Planning.
Read more -
$1,000+Undisclosed10 - 49Docklands, Australia
Services provided
Founded in 1989, TASC Accountants & Business Advisors is an Accounting and Financial Advising & Planning company. Their team offers Accounting and Financial Advising & Planning.
Read more -
Undisclosed< $25 / hr250 - 999
Services provided
Global Accounting Corp is an Accounting company. The Bengaluru, India-based company focuses on Accounting and Financial Advising & Planning.
Read more -
$10,000+Undisclosed10 - 49Boston, MA
Services provided
Anomaly CPA is a small Accounting company established in 2018. Their team focuses on Accounting and Tax Law.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Credit Max Solutions is a Financial Advising & Planning company founded in 2020. Their team specializes in Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
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).
Read more -
$10,000+$50 - $99 / hr10 - 49
Services provided
Elevated Accounting is a Southbank, Australia-based Commercial Financing company. They focus on Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
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.
Read more -
UndisclosedUndisclosed2 - 9Katowice, Poland
Services provided
Doradca Finansowy Katowice Śląsk is a Financial Advising & Planning company founded in 2018. The team focuses on Financial Advising & Planning.
Read more -
$1,000+< $25 / hr50 - 249Hughes Springs, TX
Services provided
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.
Read more -
$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
Services provided
Jitendra Chartered Accountants - Auditing & Accounting Firms in Dubai, UAE, an Accounting company, was founded in 2001. The company focuses on Accounting, and is small.
Read more -
$1,000+< $25 / hr10 - 49Orcutt, CA
Services provided
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
Read more -
UndisclosedUndisclosed10 - 49Pasadena, CA
Services provided
Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
Read more -
$5,000+$150 - $199 / hr50 - 249Dubai, United Arab Emirates
Services provided
Accounting company Corporate Tax UAE offers Accounting and Tax Law. They were established in 2012.
Read more -
$1,000+$100 - $149 / hr10 - 49Occoquan Historic District, VA
Services provided
One Degree Financial is a Business Consulting company launched in 2008. The company offers Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9South Melbourne, Australia
Services provided
BusinessAU is a Business Consulting company founded in 2022. The small team focuses on Business Consulting and Digital Strategy.
Read more -
$1,000+$25 - $49 / hr2 - 9The Woodlands, TX
Services provided
L&Y Tax Advisors is an Accounting company. The small The Woodlands, Texas-based team provides Accounting. The agency was founded in 2010.
Read more -
UndisclosedUndisclosed10 - 49Birmingham, England
Services provided
Cleartax Solutions Ltd. Is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2016.
Read more -
UndisclosedUndisclosed1,000 - 9,999Las Vegas, NV
Services provided
Workspend Inc., an Accounting company, is located in Las Vegas, Nevada. They specialize in Accounting and Staffing and were founded in 2012.
Read more -
$1,000+< $25 / hr250 - 999Charlotte, NC
Services provided
Launched in 2010, Hobart Financial Group is an Accounting and Financial Advising & Planning company. Based in Charlotte, North Carolina, the team provides Accounting and Financial Advising &
Read more -
$1,000+Undisclosed10 - 49Lake Mary, FL
Services provided
Launched in 1961, Howard, Howard and Hodges is a Business Consulting and Accounting company. The team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Stamford, CT
Services provided
Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Ahmed Hassanien Group is an Accounting company. The Dubai, United Arab Emirates-based company offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Corby, England
Services provided
LendingLine is a Financial Advising & Planning and Financial Consulting company. In Corby, England, the firm focuses on Financial Advising & Planning and Financial Consulting.
Read more -
$1,000+$25 - $49 / hr10 - 49Sugar Land, TX
Services provided
Claims Med is an Accounting company. They were launched in 2008, and their services include Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed50 - 249Overland Park, KS
Services provided
Engage Advisors is an Accounting company launched in 2015. Located in Overland Park, Kansas and Oakbrook Terrace, Illinois, the team offers Accounting and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr10 - 49Rochelle Park, NJ
Services provided
Arcarius Funding is a Funding & Investment company. The team is in Rochelle Park, New Jersey, and their services include Funding & Investment and Commercial Financing.
Read more -
$1,000+Undisclosed50 - 249
Services provided
Launched in 2000, Associates Insurance Agency is a midsize Insurance Services & Brokers company. Their team specializes in Insurance Services & Brokers and Fractional CFO Services.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Simson Softwares Private Limited is an Insurance Services & Brokers company. Their team is located in Mohali, India and focuses on Insurance Services & Brokers.
Read more -
$5,000+< $25 / hr50 - 249New York, NY
Services provided
QuickBooks Data Migration is an Accounting company headquartered in New York, New York. The team provides Accounting.
Read more -
UndisclosedUndisclosed250 - 999Toronto, Canada
Services provided
Launched in 2019, Sunlite Mortgage is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning.
Read more -
$1,000+< $25 / hr50 - 249Sugar Land, TX
Services provided
Launched in 2015, Tax Cutter is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
In New York, New York and New York, New York, Honig Conte Porrino Insurance is an Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
CityTowers Property Management Inc. Is a Commercial Property Management company launched in 2007. Their team offers Commercial Property Management and Commercial Development.
Read more -
UndisclosedUndisclosed50 - 249Manchester, England
Services provided
Accounts Direct is a Business Consulting company. The Manchester, England-based agency was launched in 1990. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Auckland, New Zealand
Services provided
Walker Wayland, a small Business Consulting company, is in Auckland, New Zealand. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Accounting company SAL Accounting is headquartered in Toronto, Canada and Mississauga, Canada. The team provides Accounting.
Read more -
UndisclosedUndisclosed1,000 - 9,999Jaipur, India
Services provided
Financial Advising & Planning company SK Finance Limited is located in Jaipur, India. Founded in 1994, the team focuses on Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr50 - 249Chennai, India
Services provided
Hinote is an Accounting company. They are in Chennai, India and have midsize team. They focus on Accounting and HR Outsourcing.
Read more -
$25,000+< $25 / hr1,000 - 9,999Bengaluru, India
Services provided
Established in 2003, Pierian Services is an IT managed services company. The firm specializes in IT managed services and Finance & Accounting Outsourcing (FAO), and is large.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Multi Risk Insurance, an Insurance Services & Brokers company, is based in Toronto, Canada. The team provides Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49Dublin, Ireland
Services provided
Nathan Trust, an Accounting company, offers Accounting and IT strategy consulting. The company is in Dublin, Ireland.
Read more -
$10,000+$50 - $99 / hr10 - 49Lake Oswego, OR
Services provided
Launched in 2010, Lifelong Wealth Management Group is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Gurugram, India
Services provided
Accounting company Dsrv India specializes in Accounting and Business Consulting. They are headquartered in Gurugram, India.
Read more -
$1,000+$25 - $49 / hr250 - 999
Services provided
Located in Ahmedabad, India, Knowcraft Analytics is an Accounting company. Their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+Undisclosed10 - 49Christchurch, New Zealand
Services provided
Launched in 2017, Cambridge Partners, a small Financial Advising & Planning company, is based in Christchurch, New Zealand. Their services include Financial Advising & Planning.
Read more -
$75,000+$150 - $199 / hr50 - 249Palmdale, CA
Services provided
Founded in 2016, QuickBooks File Doctor is an Accounting company. Located in Palmdale, California, the team specializes in Accounting and Commercial Financing.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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 -
$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
37.1/40.017.6/20 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 -
$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 / 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 -
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 -
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+$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
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+< $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 -
$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.