Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Enlace Gestión Empresarial, an Accounting company, is located in Bogotá, Colombia. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Cambridge, MA
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Skyline Realty is a Commercial Brokerage Services company. The firm is located in Cambridge, Massachusetts. Their services include Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Dallas, TX
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In Dallas, Texas, Hall Accounting Company is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Fox, Byrd & Company is an Accounting company established in 1958. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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Bolgaria Consult ltd is an Accounting company. Founded in 2007, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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Tax Security and Accounting is an Accounting company. Their team is headquartered in Plovdiv, Bulgaria and specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Pequeño Ramirez y Asociados, an Accounting company, was launched in 2011. The team focuses on Accounting and is located in Monterrey, Mexico.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Based in Dallas, Texas, Thomas Stephen & Company, LLP is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monterrey, Mexico
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Headquartered in Monterrey, Mexico, Gamez Martínez Asesores is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Holloway Tax & Accounting Services, a small Accounting and Business Consulting company, is in Syracuse, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Leader Consulting is an Accounting company. They offer Accounting and Finance & Accounting Outsourcing (FAO) and are headquartered in Bogotá, Colombia.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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César A. León Valdés is an Accounting company in Bogotá, Colombia. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Taylor, MI
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Jeffery L. Burdick, CPA, a small Accounting company, is in Taylor, Michigan. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Haskins & Associates PC is a small Accounting company in Houston, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Founded in 1987, Long Forms Short Forms is an Accounting company. Headquartered in Syracuse, New York, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Houston, TX
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Located in Houston, Texas, John T. Jones & Co., PLLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Pedro Garza García, Mexico
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Small Accounting company Addit Consultores, is based in San Pedro Garza García, Mexico. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49San Pedro Garza García, Mexico
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CAF-SIAC Contadores Públicos S.C. Is a San Pedro Garza García, Mexico-based Accounting company. Launched in 1986, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monterrey, Mexico
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De La Garza-Medina & Asociados is an Accounting company. Their small team is headquartered in Monterrey, Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Pedro Garza García, Mexico
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Balanza Consultores is an Accounting company. Their small team is in San Pedro Garza García, Mexico. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Houston, TX
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Henry & Company, P.C. Is an Accounting company. Their small team is based in Houston, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Mike C. Manoloff, PC is a small Houston, Texas-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Carol McAtee & Associates, CPAs is a St. Petersburg, Florida-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Thacher, PA. Is a small Accounting company based in St. Petersburg, Florida. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Tallinn, Estonia
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BUSINESS ADVISOR is a small Tallinn, Estonia-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Taylor, MI
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Accounting company Darnell & Meyering PC was established in 1991. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Janssen & Igar, CPAs, PA is an Accounting company. In St. Petersburg, Florida, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Nicolás de los Garza, Mexico
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HHexperts HeadHunters is an Accounting company. Their team is located in San Nicolás de los Garza, Mexico and offers Accounting and Staffing.
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UndisclosedUndisclosed50 - 249Nashua, NH
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Melanson Heath CPAs, an Accounting company, is located in Nashua, New Hampshire and Andover, Massachusetts. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Lebanon, NH
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Tyler, Simms & St. Sauveur, CPAs is an Accounting company. The team is in Lebanon, New Hampshire, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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In Plovdiv, Bulgaria, Nadin Accounting Services Company Registration is an Accounting company. They focus on Accounting and were launched in 1995.
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UndisclosedUndisclosed2 - 9Jaffrey, NH
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Carl C. Little, CPA is an Accounting company based in Jaffrey, New Hampshire. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Concord, NH
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Parkers Accounting, CPA is a small Concord, New Hampshire-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warner, NH
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Pleasant Lake Accounting PLLC is an Accounting company. Their small team is in Warner, New Hampshire. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bedford, NH
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Danis & Danis Ltd (Danis & Company) is an Accounting company. Established in 1991, the firm is in Bedford, New Hampshire and Arundel, Maine. Their services include Accounting and Business
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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Kappa Invest Ltd is an Accounting company established in 2000. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Concord, NH
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J. Condi Accounting, an Accounting company, was established in 2000. The team focuses on Accounting and is located in Concord, New Hampshire.
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UndisclosedUndisclosed2 - 9New London, CT
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Susan Nooney, CPA - LLC, an Accounting company, was launched in 2007. The team provides Accounting and is based in New London, Connecticut.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Tablespoon LLC is an Accounting company. Their team is in Dallas, Texas. The firm specializes in Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Denver, CO
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Integer CPA's is an Accounting company. They are based in Denver, Colorado and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chico, CA
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LMA CPA & Associates is an Accounting company. Located in Chico, California, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Salem, NH
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Rockingham Payroll Services is an Accounting company. They are based in Salem, New Hampshire. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Mount Shasta, CA
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Founded in 1980, Aiello, Goodrich & Teuscher CPAs is a small Mount Shasta, California-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Salem, NH
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Robert J. Consaga Jr, PC is an Accounting company. They are based in Salem, New Hampshire and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Loudon, NH
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CPM Tax & Accounting LLC is a small Loudon, New Hampshire-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New London, NH
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Hashem & Simms, PLLC is an Accounting company. They were launched in 2005 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Concord, NH
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Carew & Wells, PLLC is an Accounting company launched in 2007. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Denver, CO
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Betzer Call Lausten & Schwartz, LLP is an Accounting company. Their small team is located in Denver, Colorado. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Denver, CO
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Abacus Accounting Center, LLC is an Accounting company. They are in Denver, Colorado and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newburyport, MA
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Accounting company Michael Capo, CPA, P.C. Is based in Newburyport, Massachusetts. Founded in 2010, the team focuses 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 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.7/40.017.2/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
35.9/40.016.6/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34.2/40.017.8/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.9/40.017/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.4/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.