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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UndisclosedUndisclosed50 - 249Cali, Colombia
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SFAI Colombia is an Accounting and Business Consulting company. Launched in 1997, the company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cali, Colombia
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Headquartered in Cali, Colombia, Global Consultores is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rancho Santa Margarita, CA
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Accounting company ANKIT CONSULTING SERVICES INC. Is headquartered in Rancho Santa Margarita, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Amsterdam, Netherlands
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BG Start, a small Accounting company, is headquartered in Amsterdam, Netherlands. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Amsterdam, Netherlands
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Centigo Amsterdam B.V., an Accounting company, was founded in 2014. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Amsterdam, Netherlands
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Launched in 2018, Next Step Accountancy BV is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Amsterdam, Netherlands
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Reanda Netherlands is an Accounting company. Their small team is in Amsterdam, Netherlands. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Amsterdam, Netherlands
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CIS Management, an Accounting company, is headquartered in Amsterdam, Netherlands. Launched in 1991, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Amsterdam, Netherlands
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Located in Amsterdam, Netherlands, Koppel Services is an Accounting company. They focus on Accounting and Business Consulting and were launched in 1997.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Q4 financial is an Accounting company. The Brisbane City, Australia-based agency was launched in 2011. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Poulsbo, WA
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Davis Financial is a small Poulsbo, Washington-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Amsterdam, Netherlands
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JOINSON&SPICE, an Accounting company, provides Accounting and Business Consulting. The firm is located in Amsterdam, Netherlands.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Snow Bittleston Hartman Fong & Associates, Inc. Is a small Accounting company headquartered in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Sydney, Australia
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Boroughs Australia Pty Ltd, an Accounting company, is in Sydney, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Sunrise Tax Service is an Accounting company. Their small team is headquartered in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Charltons Accounting is an Accounting company launched in 1980. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Arc Business Partners is an Accounting company. The small Sydney, Australia-based team provides Accounting and Blockchain. The firm was founded in 2015.
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UndisclosedUndisclosed2 - 9San Jose, CA
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SK Morton Financial Group, a small Accounting company, is in San Jose, California. The team provides Accounting.
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UndisclosedUndisclosedFreelancerSydney, Australia
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Sheldon Accounting & Business Advisory Pty Ltd is an Accounting company launched in 2016. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Guadalajara, Mexico
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Rodríguez Noyola y Compañía, a small Accounting company, is headquartered in Guadalajara, Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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David Tobkin CPA is an Accounting company. They are based in San Jose, California and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Reality Accountants Pty. Ltd is an Accounting company. Their team is in Sydney, Australia and provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Guadalajara, Mexico
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Tax Legal Security, S.C. Is an Accounting company. Headquartered in Guadalajara, Mexico, their small team focuses on Accounting. The agency was launched in 2015.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Founded in 1976, Lacher, McDonald & Co., CPAs is an Accounting company. Their services include Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Taxgain is an Accounting company. The team is in Sydney, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSarasota, FL
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West Coast Accounting Florida, a small Accounting company, is headquartered in Sarasota, Florida. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Guadalajara, Mexico
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Ruvalcaba Villalobos y Compañía S.C., an Accounting company, was established in 1987. The company provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Seminole, FL
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Accounting company CPA Partners, LLC specializes in Accounting. They were founded in 1985.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Established in 2008, Sydney Accounting Practice Pty Ltd, a small Accounting company, is in Sydney, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Barat & Barat, CPA's is an Accounting company. Their small team is in Tampa, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Launched in 2004, Accell Audit & Compliance, PA is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Guadalajara, Mexico
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Nando Sanchez Y Asociados S.C. Contadores Publicos is a small Accounting company located in Guadalajara, Mexico. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Seminole, FL
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Based in Seminole, Florida, AA Allied Tax Accounting, Inc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Nashville, TN
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Frazier & Deeter, LLC is an Accounting company. They are in Nashville, Tennessee. Their team offers Accounting and Cybersecurity.
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UndisclosedUndisclosed2 - 9Guadalajara, Mexico
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Nemesis Consultores is a small Guadalajara, Mexico-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Launched in 1982, Nelson & McKay CPA's, LLC, a small Accounting company, is located in Tampa, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Khan Arndt is an Accounting company. They were launched in 1996 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Guadalajara, Mexico
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Galant is a small Guadalajara, Mexico-based Accounting company. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Clearwater, FL
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FMA, C.P.A. Is a small Accounting company established in 1989. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Largo, FL
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Barton, Gonzalez & Myers, CPA's is an Accounting company. Their small team is headquartered in Largo, Florida. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Safety Harbor, FL
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Cola & Cola CPAs is an Accounting company. Headquartered in Safety Harbor, Florida, their small team focuses on Accounting. The firm was established in 1991.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Established in 1992, Outsourced Accounting Department, Inc., a small Accounting company, is headquartered in Clearwater, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Based in Tampa, Florida, Covault is an Accounting company. They offer Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Guadalajara, Mexico
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In Guadalajara, Mexico, GRUPO GS SOLUCIONES is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Guadalajara, Mexico
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P & P Asesores is an Accounting company. Their small team is located in Guadalajara, Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nashville, TN
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Drennan & Associates, PLLC, a small Accounting company, is headquartered in Nashville, Tennessee. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Zapopan, Mexico
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Contadores CONFIA is an Accounting company. Their small team is located in Zapopan, Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Stevensville, MT
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Small Accounting company Weber & Vanorio CPAs P.C., is headquartered in Stevensville, Montana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Guadalajara, Mexico
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Corporativo Freeforza is an Accounting company. They are in Guadalajara, Mexico and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Butte, MT
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Accounting company Durkin, CPA specializes in Accounting. They are based in Butte, Montana.
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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 -
$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 -
$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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.3/40.017.4/20 Reviews7/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 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
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.