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 - 9Guadalajara, Mexico
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Located in Guadalajara, Mexico, Nexus Human Services is a Staffing company. They specialize in Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Guadalajara, Mexico
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Advacoo Consulting is an Accounting company established in 2018. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Boone, NC
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Founded in 1980, Combs, Tennant & Carpenter, P.C., a small Accounting company, is located in Boone, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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LB&J Certified Public Accountants is an Accounting company. The team is in Charlotte, North Carolina, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Lindsey, Lindsey & Mueller, an Accounting company, is headquartered in Raleigh, North Carolina. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burlington, NC
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Apple, Bell, Johnson & Co., P.A. Is an Accounting company. The Burlington, North Carolina-based agency was established in 1945. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Hickory, NC
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Martin Starnes & Associates, CPAs, P.A. Is a midsize Accounting company founded in 1987. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Marin Tax CPA is an Accounting company. The firm is based in Tiburon Blvd. Mill Valley, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wake Forest, NC
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Dawkins & Murray CPA PA is an Accounting company. They are based in Wake Forest, North Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Rafael, CA
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Accounting company ROBERT BROWNSTEIN CPA is headquartered in San Rafael, California. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Salmon Arm, Canada
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Benieta Accounting & Business Consulting, a small Accounting company, is based in Salmon Arm, Canada. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Regina, Canada
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Dudley & Company LLP is an Accounting company. They are headquartered in Regina, Canada and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Regina, Canada
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Small Accounting company CPA Saskatchewan, is located in Regina, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Humboldt, Canada
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HSA Chartered Professional Accountants is a small Humboldt, Canada-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Grant CPA is a small Accounting company in Saskatoon, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Small Accounting company Twigg & Company, is based in Saskatoon, Canada. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Estevan, Canada
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Virtus Group is a midsize Accounting company founded in 1964. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Regina, Canada
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Sandra Jackson CPA Prof Corp is an Accounting company. They are located in Regina, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Martensville, Canada
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King Accounting Services is an Accounting company founded in 2014. The team specializes in Accounting and Business Consulting and is headquartered in Martensville, Canada.
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UndisclosedUndisclosed2 - 9London, England
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Small Accounting company Penn Accounts, is located in London, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Heagy LLP is a small Accounting company headquartered in Saskatoon, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Based in Saskatoon, Canada, HVB CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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AA Accountants is an Accounting company. They are located in London, England and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Saskatoon, Canada
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Thomson Jaspar & Associates is a small Saskatoon, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Stewart Gee & Associates is a small Accounting company headquartered in Saskatoon, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London, England
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Based in London, England, 1Office UK is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Rafael, CA
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Founded in 1986, Perotti & Carrade, CPAs is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Small Accounting company Lizee Gauthier, is headquartered in Saskatoon, Canada. The team offers Accounting.
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UndisclosedUndisclosed50 - 249London, England
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Rothmans Chartered Accountants is an Accounting company. They specialize in Accounting and Business Consulting and are in London, England.
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UndisclosedUndisclosed10 - 49High Point, NC
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Established in 1976, Sharrard McGee & Co., P. A. Is a small High Point, North Carolina-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orinda, CA
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Clay, Millias & Co., LLP is an Orinda, California-based Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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McClelland Debusschere CPA, a small Accounting company, is headquartered in Saskatoon, Canada. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Small Accounting company Elliott & Associates, is located in Saskatoon, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Regina, Canada
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Launched in 2012, Khalsa Accountax Services is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Rafael, CA
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Donna Cohen, CPA, a small Accounting company, is based in San Rafael, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Regina, Canada
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Bituin Tax and Accounting Services is a small Regina, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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SRG Chartered Professional Accountants, a small Accounting company, is based in Saskatoon, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Swift Current, Canada
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Stark & Marsh CPA LLP is a Swift Current, Canada-based Accounting company. They provide Accounting and Business Consulting and were founded in 1921.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Launched in 2009, Sgariboldi Consultoria is an Accounting and Business Consulting company. In Campinas , Brazil, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pleasant Hill, CA
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Located in Pleasant Hill, California, Strand Boyce O’Shaughnessy CPAs, Inc is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Goldsboro, NC
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Markham, Mitchell & Stroud, CPAs is a small Accounting company based in Goldsboro, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Founded in 2005, Scott Boyar, CPA, PLLC. Is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Small Accounting company Butler CPA, P.A., is located in Greensboro, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Carland & Andersen, Inc. Is an Accounting company launched in 1950. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Rafael, CA
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Accounting company Michael W. Whipple was established in 1977. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Southfield, MI
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Real Estate One is a Commercial Property Management and Insurance Services & Brokers company. Their services include Commercial Property Management.
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UndisclosedUndisclosedFreelancerDetroit, MI
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Simplicity Financial Services is an Accounting and Business Consulting company. They offer Accounting and Business Consulting and are in Detroit, Michigan.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Madazli & Co. Is an Accounting company. Launched in 2008, the team specializes in Accounting. The firm is located in Vancouver, Canada.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Burak & Associates CPAs is an Accounting company. They are headquartered in Walnut Creek, California and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9West Vancouver, Canada
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MacCormac & Company, Chartered Professional Accountants is an Accounting company located in West Vancouver, Canada. They 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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$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 -
$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 - 249San Francisco, CA
Ability to deliver
32.6/40.016.6/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 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.