Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.
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UndisclosedUndisclosed2 - 9Cranbrook, Canada
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Adams Wooley, Chartered Professional Accountants is a small Cranbrook, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lorette, Canada
Services provided
Finatics Accounting Solutions Inc is an Accounting company. The team focuses on Accounting, and the company is headquartered in Lorette, Canada.
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UndisclosedUndisclosed2 - 9Notre-Dame-de-Lourdes, Canada
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Deleurme Lise CPAs is a small Notre-Dame-de-Lourdes, Canada-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Summit Financial Services is a small Salt Lake City, Utah-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Ralph D. Chipman, C.P.A./Managment Consultant, LLC is a small Salt Lake City, Utah-based Accounting company. The team provides Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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EXCO UTAH is an Accounting and Business Consulting company launched in 2016. Located in Salt Lake City, Utah, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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Audexfi is a small Paris, France-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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In Paris, France, Interexco SA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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TMP DE MEXICO S.A. DE C.V. Is a small Ciudad de México, Mexico-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Sky Contadores y Consultores is a small Bogotá, Colombia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Taylorsville, UT
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S B White PC is an Accounting company headquartered in Taylorsville, Utah. They specialize in Accounting and Commercial Financing and were established in 1990.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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Launched in 2014, Vinpro Global is a small Accounting company located in دبي, United Arab Emirates. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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RDS Accounting & Bookkeeping is an Accounting company. The team is in Dubai, United Arab Emirates, and their services include Accounting and Email Marketing.
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UndisclosedUndisclosed10 - 49Paris, France
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Cabinet Strauss & Associés is an Accounting company. They were founded in 1995, and their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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Trajectoire Expertise Comptable is an Accounting company. The Paris, France-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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CP&A Groupe, an Accounting company, was founded in 2013. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Winnie Tam, CPA is an Accounting and Business Consulting company. They are headquartered in Paris, France and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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CMS Related Experts, an Accounting company, is in Paris, France. They offer Accounting and were launched in 1983.
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UndisclosedUndisclosed2 - 9Dortmund, Germany
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Steuerberater-Sozietät Stiebritz & Klein is an Accounting company. They are based in Dortmund, Germany and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Small Accounting company V&Z S.A.S. Audit et Conseil, is headquartered in Paris, France. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Finanzas y Negocios CAPEC is an Accounting company established in 2011. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Megan J Reese, MSA, EA, an Accounting company, was established in 2005. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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GSA CONSULTORES is a Bogotá, Colombia-based Accounting company. Launched in 2000, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Small Accounting company C&C Bookkeeping LLC, is in Sparks, Nevada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Founded in 2018, VISORAY Accounting & Bookkeeping LLC is a small Accounting company based in Dubai, United Arab Emirates. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Headquartered in Canada, CanadianAccountant is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Tax Plus is an Accounting company. Their small team is located in Sparks, Nevada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Abdulrahman Alnuaimi Auditing LLC, an Accounting company, was launched in 2015. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Reno, NV
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Headquartered in Reno, Nevada, Sabatini and Associates LTD is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Tax & Advisory Services is an Accounting company. They are headquartered in Reno, Nevada and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Eastchester, NY
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Warth & Klein Grant Thornton AG is an Accounting company. The company is located in Eastchester, New York. Their services include Accounting and Cybersecurity.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Located in Sparks, Nevada, Quality Bookkeeping is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Based in Montréal, Canada, Lepage Marcil David Forensic Accountants Inc. Is an Accounting and Business Consulting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Otisville, MI
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Seifert sadlo is an Accounting company. Based in Otisville, Michigan, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sheffield , England
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Accounting company Forge Sheffield is in Sheffield , England. They specialize in Accounting and Business Consulting and were launched in 2017.
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UndisclosedUndisclosed2 - 9Sheffield , England
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Tyas Shaw & Co is an Accounting company. They focus on Accounting and were established in 2000. The agency is in Sheffield , England.
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UndisclosedUndisclosed10 - 49New York, NY
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Buchhaltung Berlin is an Accounting company. Their small team is headquartered in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed50 - 249
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Launched in 2017, Servicebüro & Buchhaltung Krol is an Accounting company. Based in , the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sheffield , England
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Freedom In Numbers is an Accounting company. Based in Sheffield , England, their team specializes in Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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IBISWorld is an Accounting and Business Consulting company. Their small team is headquartered in Melbourne, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halfway, England
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Number Crunchers, an Accounting company, specializes in Accounting. The company is based in Halfway, England.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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Headquartered in Brampton, Canada, WebTaxOnline Admin is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Barcelona, Spain
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Founded in 1993, JMAE is a Business Consulting company. The small team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Small Accounting and Business Consulting company Tantelo, is based in Vancouver, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pickering, Canada
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In Pickering, Canada, Computer Accounting Services Of Canada is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Berlin, Germany
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RSM Germany is an Accounting company. Their team is in Berlin, Germany and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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MIKE SAFARI, CPA, MSA, CGMA is an Accounting company. The company is based in Tustin, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Berlin, Germany
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Ecovis International is an Accounting company in Berlin, Germany. Their services include Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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US Expat Tax Help is an Accounting company. Their small team is in Berlin, Germany and. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Sozietät Franz & Näther is an Accounting company. They are headquartered in Berlin, Germany and have small team. Their services include Accounting.
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- In-depth client interviews and ratings
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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
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.8/40.017.6/20 Reviews8.8/10 Clients & Experience9.5/10 Market PresenceService focus
25% Accounting75% 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 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
32.8/40.016.2/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 - $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+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.1/40.015.6/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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 -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.