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 - 9Jackson Township, NJ
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Pungello CPA is an Accounting company in Jackson Township, New Jersey. Launched in 1992, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Based in Montréal, Canada, Satgur Accounting Services CPA Inc. Is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Established in 2002, JDM CPA Inc. Is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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JOEL MAGGIO, CPA is a small Accounting company headquartered in Montréal, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Courtney Wagner CPA LLC, an Accounting company, was launched in 2016. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Delray Beach, FL
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David R Brover, CPA is an Accounting company. Located in Delray Beach, Florida, the agency was founded in 1987. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Freehold, NJ
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Crystal Suskind & Dworkin LLP is an Accounting company. The agency is headquartered in Freehold, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Mackisen is an Accounting company. They are located in Montréal, Canada and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mont-Royal, Canada
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KMRS ACCOUNTANTS is a small Accounting company located in Mont-Royal, Canada. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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GCK Accounting, CPA is an Accounting company. Their team is headquartered in Denver, Colorado and provides Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Small Accounting company Ugo Cloutier, CPA, is based in Montréal, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Joliette, Canada
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Line Moreau CPA, is a small Joliette, Canada-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Sainte-Julie, Canada
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Pierre Thibault Cga is a small Sainte-Julie, Canada-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hampstead, Canada
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In Hampstead, Canada, Richard A. Mertl, CPA, CA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Highlands CPA, LLC is a small Accounting company launched in 2012. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wall, NJ
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Located in Wall, New Jersey, Neral & Company, PA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Drummondville, Canada
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FBL S.E.N.C.R.L. Is an Accounting company based in Drummondville, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Delambre Gagnon CPA Inc is an Accounting company. Their small team is located in Montréal, Canada. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Quebec City, Canada
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Brassard Carrier Comptables Agréés is a small Accounting company headquartered in Quebec City, Canada. Their services include Accounting.
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UndisclosedUndisclosedFreelancerLittleton, CO
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Wimmer Accounting, LLC, an Accounting company, is headquartered in Littleton, Colorado. They offer Accounting and Business Consulting and were established in 2014.
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UndisclosedUndisclosed2 - 9Quebec City, Canada
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Small Accounting company monCPAenligne.ca, is based in Quebec City, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Laval, Canada
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In Laval, Canada, BNB CPA is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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NB and Associates is a small Accounting company. Launched in 1999, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Little Falls, NJ
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Wasik & Associates, a small Accounting company, is located in Little Falls, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Gatineau, Canada
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Located in Gatineau, Canada, Godin, Lacroix & Associés Inc. Is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Brossard, Canada
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Groupe Servicas is an Accounting company. Their small team is located in Brossard, Canada. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Sherbrooke, Canada
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Headquartered in Sherbrooke, Canada, Dany Viens CPA Inc is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Accounting company Harding and Hittesdorf, P.C. Was established in 1999. Based in Denver, Colorado, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monterrey, Mexico
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Elias Gonzalez & Asociados, S.C. Is an Accounting company. Their small team is based in Monterrey, Mexico. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Landau, Swartz & McCarty LLP is an Accounting company. Established in 1975, the team focuses on Accounting. The company is in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Denver, CO
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Launched in 2014, Big Horn Consulting, LLC is an Accounting company. In Denver, Colorado, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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JMB Partners is a small Denver, Colorado-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Founded in 1981, BARKIN, PERREN, SCHWAGER & DOLAN, LLP, a small Accounting company, is in Los Angeles, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monroe Township, NJ
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Launched in 2019, James M Sausmer CPA is a small Monroe Township, New Jersey-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Based in Los Angeles, California, Paul J Davidian & Co. Is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Launched in 2015, EGAN RAVARINO LLC is an Accounting company. In Denver, Colorado, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Disa Consultores & Asesores SAS is a Bogotá, Colombia-based Accounting company. Founded in 2013, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerLongueuil, Canada
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Launched in 1992, Alain Savaria CPA is an Accounting company. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Vaudreuil-Dorion, Canada
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BOURASSA BOYER is an Accounting company. They are located in Vaudreuil-Dorion, Canada, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Accounting company Pro Trader Tax, LLC offers Accounting and Business Consulting. They are headquartered in Denver, Colorado.
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UndisclosedUndisclosed2 - 9Brick Township, NJ
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Founded in 2001, T. Weber & Associates Inc is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Notre-Dame-des-Prairies, Canada
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Martine Adam CPA Inc. Is a small Accounting company located in Notre-Dame-des-Prairies, Canada. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Gatineau, Canada
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4CPA is an Accounting company. In Gatineau, Canada, their small team provides Accounting and Business Consulting. The firm was launched in 2017.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Eduardo E.A. Contador Fiscal is an Accounting company. They were founded in 2017 and focus on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Saint-Hyacinthe, Canada
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Fradette et Associés CPA inc is a small Accounting company. Launched in 1989, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Blainville, Canada
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Nantel Valiquette, S.E.N.C.R.L., an Accounting company, was launched in 1989. The team specializes in Accounting and Business Consulting and is located in Blainville, Canada.
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UndisclosedUndisclosed2 - 9Saint-Sauveur, Canada
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In Saint-Sauveur, Canada, Joly CPA inc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Washington Township, NJ
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John M.J. Cipriani, CPA is a small Washington Township, New Jersey-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Sand Creek Company is an Accounting company launched in 2013. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Célestin Comptable Agréé is a small Accounting company located in Montréal, Canada. Their services include Accounting and other IT consulting and SI.
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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.