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 - 9Murcia, Spain
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Small Accounting company Abad & Asociados Abogados y Economistas, S.R.L., is in Murcia, Spain. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Alicante (Alacant), Spain
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Reuters Solicitors is an Accounting company. Their small team is located in Alicante (Alacant), Spain. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Murcia, Spain
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Established in 1996, Briones International Consulting is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Milltown, NJ
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Paul A. Mezzo & Co. PC, an Accounting company, specialize in Accounting. They were established in 1992.
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UndisclosedUndisclosed2 - 9Managua, Nicaragua
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Business Consulting company Newmeros, S.A. Was established in 2017. The agency focuses on Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Ramsey, NJ
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Accounting company Scheidel, Sullivan & Lanni CPA, LLC was established in 2006. Headquartered in Ramsey, New Jersey, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Brick Township, NJ
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Lynn M. Paslowski, CPA is a small Accounting company established in 2001. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Seattle, WA
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Hagen Kurth Perman, CPAs is a small Seattle, Washington-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Grigorian & Associates, Inc. Is an Encino, California-based Accounting company. They provide Accounting and were founded in 2017.
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UndisclosedUndisclosed2 - 9Old Bridge, NJ
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Rizick & Rizick CPAs is an Accounting company. Based in Old Bridge, New Jersey, the company was launched in 2013. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, DiBernardo & Company, P.C. Is an Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 2015, Cohen, Bender & Golden LLP is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Hay & Associates, An Accountancy Corporation is an Accounting company. The team is in Los Angeles, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Lacey Township, NJ
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Leonard Frank M CPA is an Accounting company. Their small team is in Lacey Township, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Accounting company Elias Aziz-Lavi CPA was launched in 1980. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Steve Rabin, CPA is an Accounting company. They were launched in 2005, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
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Evident Consulting Economic is an Accounting company founded in 1991. The company offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Benchworth CPA is an Accounting company located in San Francisco, California. Established in 2004, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Oscar Abraham CPA is a Brooklyn, New York-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
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Headquartered in Cluj-Napoca, Romania, Conta Smart Solutions is an Accounting company. Launched in 2013, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Cluj-Napoca, Romania
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TPA Group, an Accounting company, was launched in 1979. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Cristian Borcan, CPA is an Accounting company. Established in 2016, the agency is based in San Francisco, California. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Cluj-Napoca, Romania
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BDO Romania, an Accounting company, is located in Cluj-Napoca, Romania. They offer Accounting and HR Outsourcing and were founded in 1992.
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UndisclosedUndisclosed10 - 49Sea Girt, NJ
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In Sea Girt, New Jersey, Blair & Associates, LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Barlow & Hughan LLP is an Accounting company established in 1990. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
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SC AMN Cons SRL, an Accounting company, offer Accounting and HR Consulting. They were established in 2003.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Andersen CPA Firm is an Accounting company located in Los Angeles, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
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Launched in 2014, Moldovan & Partners is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Monroe Township, NJ
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Arnold M. Mayberg, CPA PC is an Accounting company. Located in Monroe Township, New Jersey, their small team specializes in Accounting and Business Consulting. The firm was founded in 1977.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
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Established in 1974, Ziberline Consulting is an Accounting company. The team specializes in Accounting and is in Cluj-Napoca, Romania.
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UndisclosedUndisclosed10 - 49East Brunswick, NJ
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Founded in 1991, Frazer, Evangelista & Company, LLC is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosedFreelancerFlorești, Romania
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Contabil-Floresti is an Accounting company. Their small team is located in Florești, Romania. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
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ContKeep is an Accounting company. They provide Accounting and are in Cluj-Napoca, Romania.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Slim Accounting, Inc. Is an Accounting company launched in 2016. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
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Zirbo Bianca is an Accounting company. They were launched in 2016 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
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Launched in 2003, K&D - Accounting is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Accounting company Affinity Fund Services LLC provides Accounting. They were launched in 2010.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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HC Global Business Solutions, LLC is an Accounting company. Headquartered in San Francisco, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Nunnemaker & Associates, Inc., an Accounting company, provide Accounting. They were launched in 2013.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Based in Los Angeles, California, Sterling Accounting & Tax Services, Inc. Is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Francis & Company PLLC is a small Accounting company located in Seattle, Washington. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Dickson & Associates, CPA is a small San Francisco, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Shwiff, Levy & Polo, LLP is a small Accounting company established in 1986. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elkhorn, WI
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Duick & Company, a small Accounting company, is located in Elkhorn, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Established in 2016, Silicon Valley Search Group is an Accounting company. The team specializes in Accounting and Staffing and is in San Jose, California.
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UndisclosedUndisclosed2 - 9Wausau, WI
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Hack CPA, S.C., an Accounting company, was founded in 1998. The team provides Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Ghiasi & Company is a San Francisco, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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BBK - beyond bookkeeping is an Accounting company. The San Francisco, California-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Appleton, WI
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Integrity in Tax & Accounting, LLC, an Accounting company, was launched in 2013. They focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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American Eagle Consulting and Bookkeeping is an Accounting company. They were established in 1985 and focus on Accounting and Business Consulting.
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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.