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 - 9Napa, CA
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Ranch Tax Service is an Accounting company. The team is in Napa, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kelowna, Canada
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DNA Accounting and Bookkeeping Services is a small Accounting company established in 2015. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Kelowna, Canada
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GD Bookkeeping is an Accounting company. Located in Kelowna, Canada, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Martinez, CA
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Accounting company Fucito, Giaccio & Associates was founded in 1985. Located in Martinez, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kelowna, Canada
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Founded in 1996, McFadden Buttar & Associates CPAs Inc. Is a small Kelowna, Canada-based Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Syracuse, NY
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Pro-Tel People is a small Syracuse, New York-based Staffing company. The team provides Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Based in Napa, California, Green Valley Taxes is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Buffalo Creek, Canada
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Accounting company Stolz Chartered Professional Accountant Inc. Is headquartered in Buffalo Creek, Canada. They specialize in Accounting and Business Consulting and were established in 2015.
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UndisclosedUndisclosed2 - 9Napa, CA
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Alternative Solutions is a small Accounting company based in Napa, California. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Abbotsford, Canada
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Accounting company KSA Chartered Accountants is located in Abbotsford, Canada. They focus on Accounting and Business Consulting and were founded in 2008.
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UndisclosedUndisclosed10 - 49Nanaimo, Canada
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Small Accounting company Cross & Company - British Columbia, is in Nanaimo, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nanaimo, Canada
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Benson Seymour LLP is an Accounting company. Established in 2016, the firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Accounting company Vintners Accounting Services is headquartered in Napa, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Revelstoke, Canada
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In Revelstoke, Canada, dl&co Chartered Professional Accountants is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Napa, CA
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PEAR Accounting Solutions, an Accounting company, is located in Napa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Amsterdam, Netherlands
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Kraaijeveld Coppus Legal is an Accounting company. Their team is headquartered in Amsterdam, Netherlands and focuses on Accounting.
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UndisclosedUndisclosed10 - 49Kamloops, Canada
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Established in 1994, Tenisci Piva LLP is an Accounting company. The agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49Abbotsford, Canada
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KEY Financial Group LLP is a small Abbotsford, Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Amsterdam, Netherlands
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Launched in 1950, Zwolse Advies Groep is a small Amsterdam, Netherlands-based Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Accounting company Completax Planning, Inc offers Accounting and Business Consulting. They were launched in 1981.
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UndisclosedUndisclosed10 - 49Langley Township, Canada
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Leskun & Son Accounting and Tax, an Accounting company, was established in 1972. Based in Langley Township, Canada, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Amsterdam, Netherlands
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Blue Umbrella is a small Accounting company founded in 2008. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Amsterdam, Netherlands
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Ten Donkelaar Administraties & Advies Amsterdam, a small Accounting company, is located in Amsterdam, Netherlands. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Vancouver, Canada
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Lohn Caulder LLP is a small Accounting company located in Vancouver, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Amsterdam, Netherlands
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Global Connect Admin B.V., an Accounting company, is headquartered in Amsterdam, Netherlands. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Benchmark Bookkeeping & Business Services, an Accounting company, is headquartered in Napa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Philipchalk and Associates is a small Accounting company in Vancouver, Canada. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Brampton, Canada
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Wilson CPA is a small Accounting company in Brampton, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Davis, Campbell & Hollister is a small Napa, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249London, England
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Jeffreys Henry LLP is an Accounting company. They are in London, England, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Regina, Canada
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KB Accounting Services is an Accounting company. The Regina, Canada-based company provides Accounting.
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UndisclosedUndisclosed10 - 49Saskatoon, Canada
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Located in Saskatoon, Canada, Hounjet Tastad Harpham CPAs is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Regina, Canada
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Great Plains Accounting Services is a small Regina, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Regina, Canada
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Cloud Accounting Ltd. Is an Accounting company. They were founded in 2018, and their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Apt Accountants is a London, England-based Accounting company. Established in 2003, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Battleford, Canada
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Small Accounting company Clements Kwong Chartered Professional Accountants, is based in North Battleford, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Quality Income Tax & Accounting Services Inc. Is an Accounting company. The team is in Saskatoon, Canada, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Accounting company Precedence Private Wealth is based in Saskatoon, Canada. Established in 2009, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Regina, Canada
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MWC CPA is a small Regina, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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AKJ ACCOUNTANTS is an Accounting company. The London, England-based company was launched in 2015. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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J & T Income Tax Service Inc. Is an Accounting company. The firm is headquartered in Saskatoon, Canada. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Virgo Accounting is a small London, England-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9London, England
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EU Advisory Partners is an Accounting company. They are in London, England and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Howlader & Co Chartered Accountants is a London, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Goldwyns Chartered Accountants is an Accounting company founded in 1930. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249London, England
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Brebners Chartered Accountants is an Accounting company. Launched in 1925, the team specializes in Accounting.
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UndisclosedUndisclosed250 - 999London, England
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Accounting company haysmacintyre was launched in 2001. The team specializes in Accounting and is in London, England.
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UndisclosedUndisclosed2 - 9München, Germany
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SR Buchhaltungsservice is a small Accounting company headquartered in München, Germany. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Marcus & Partners is a small London, England-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Capitalite Limited is an Accounting company. Founded in 2016, the agency offers Accounting and Business Consulting.
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We evaluate service providers using a structured methodology that combines:
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- Market presence
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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.