Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed2 - 9Revelstoke, Canada
Services provided
OpnRoad is a small Financial Advising & Planning company established in 2015. Their team provides Financial Advising & Planning and Business Consulting.
Read more -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Services provided
Back Office Outsourcing company PREMIER FINANCIAL Tax & Accounting Services focuses on Back Office Outsourcing and Accounting. They are located in Los Angeles, California and Burbank, California.
Read more -
$100,000+Undisclosed2 - 9Carefree, AZ
Services provided
Kendrick Wealth Management is a Financial Advising & Planning company established in 2016. Their team focuses on Financial Advising & Planning.
Read more -
$1,000+$200 - $300 / hr2 - 9Franklin, TN
Services provided
JASON MOLL CPA PLLC is an Accounting company. Their small team is located in Franklin, Tennessee. Their services include Accounting.
Read more -
$100,000+Undisclosed2 - 9Noida, India
Services provided
Headquartered in Noida, India, Chandra Credit is a Funding & Investment company. Launched in 1993, the team specializes in Funding & Investment and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Rampur Jagir, India
Services provided
Business Consulting company Kcorp Tax focuses on Business Consulting and Accounting. They were established in 2019.
Read more -
UndisclosedUndisclosed10 - 49Bandar, Bangladesh
Services provided
Softifybd Limited, a CRM consulting and SI company, was founded in 2017. They specializes in CRM consulting and SI and ERP consulting and SI.
Read more -
$1,000+< $25 / hr50 - 249Kampala, Uganda
Services provided
See all 1 projectsAppNomu Business Services provides a range of financial services including bookkeeping, financial analysis, and support with financial transactions. Client reviews on Clutch.co highlight their efficient project management, timely delivery of services, and impressive customer care, making them a suitable choice for accounting needs.
-
UndisclosedUndisclosed2 - 9Toledo, Brazil
Services provided
Dumont Contabilidade is a Finance & Accounting Outsourcing (FAO) and Accounting company in Toledo, Brazil. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$10,000+$50 - $99 / hr2 - 9
Services provided
In Halifax, Canada, Bejeweled Bookkeeping Services is an Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Telephone answering service VIVA Virtual Assistants is in Houston, Texas. They specialize in Call Center Services and Insurance Services & Brokers and were founded in 2020.
Read more -
$1,000+$50 - $99 / hr2 - 9Newtown, Australia
Services provided
Mackenzie Group - Bookkeeping Services is an Accounting company. Headquartered in Newtown, Australia, the agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Columbus, OH
Services provided
USA TAX AND ACCOUNTING SERVICES is a Columbus, Ohio-based Finance & Accounting Outsourcing (FAO) and Accounting company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$5,000+$25 - $49 / hr2 - 9Battle, England
Services provided
Launched in 2023, Martlet Studio, a small branding agency, is located in Battle, England. Their team offers Branding and Search Engine Optimization.
Read more -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Services provided
Hiphen Consulting, a Business Consulting company, is headquartered in Dubai, United Arab Emirates and Bengaluru, India. They offer Business Consulting and Accounting and were established in 2021.
Read more -
$1,000+Undisclosed2 - 9Libertyville, IL
Services provided
KFN Accounting & Financial LLC, an Accounting company, was launched in 2020. Headquartered in Chicago, Illinois and Libertyville, Illinois, the team specializes in Accounting and Business
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
See all 1 projectsJason Ding, CPA Inc. offers a range of accounting services including Tax Preparation and year-end corporate tax return preparation. Feedback highlights their exceptional responsiveness, professionalism, and knowledgeable staff, making them easy to work with and reliable in delivering as promised.
-
Undisclosed< $25 / hr10 - 49Bhilwara, India
Services provided
See all 1 projectsRVG Chartered Accountants offers comprehensive services, including Accounting and VAT Filing, tailored to meet small business needs. Their clients report exceptional satisfaction, noting their affordable fees, timely project delivery, and responsive communication. RVG Chartered Accountants is recognized for maintaining integrity and delivering good value, making them a preferred choice for small-scale businesses.
-
UndisclosedUndisclosed10 - 49St. Petersburg, FL
Services provided
In St. Petersburg, Florida, McClanathan, Burg & Associates, LLC is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Winnipeg, Canada
Services provided
McLenehan and Associates Chartered Professional Accountants is a small Winnipeg, Canada-based Accounting company. The team focuses on Accounting.
Read more -
$1,000+Undisclosed2 - 9Elgin, IL
Services provided
Insurance Services & Brokers company Pro Insurance Group is headquartered in Elgin, Illinois and Huntley, Illinois. They specialize in Insurance Services & Brokers.
Read more -
Undisclosed< $25 / hr2 - 9
Services provided
Launched in 2022, Buhfop is a small Accounting company. Their services include Accounting and Finance Law.
Read more -
$10,000+Undisclosed2 - 9Malahide, Ireland
Services provided
Logistics & Supply Chain Consulting company Quipas Ltd. Is located in Malahide, Ireland. They offer Logistics & Supply Chain Consulting and Marketing Strategy.
Read more -
$5,000+Undisclosed50 - 249London, England
Services provided
Financial Advising & Planning company Falconfx Worldwide Limited is located in London, England. They offer Financial Advising & Planning and Commercial Financing.
Read more -
$1,000+$50 - $99 / hrFreelancerFairfield, CA
Services provided
Sheilla Vidal is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and Financial Consulting and is in Fairfield, California.
Read more -
$1,000+Undisclosed2 - 9
Services provided
Flatland Financial is an Accounting company. They were launched in 2023, and their services include Accounting and Financial Advising & Planning.
Read more -
$5,000+$200 - $300 / hr2 - 9Jersey, Jersey
Services provided
Blueringed Limited is a Business Consulting and Accounting company. The small Jersey, Jersey-based team specializes in Business Consulting and Accounting. The firm was established in 2022.
Read more -
Undisclosed< $25 / hr50 - 249Ahmedabad, India
Services provided
See all 1 projectsNCS Canada offers full-time virtual accounting services, including taxation and related financial processes. The reviews highlight their competitive pricing, seamless team integration, and significant contributions to cost savings and operational efficiency. Clients commend NCS Canada for their tailored, client-focused approach, timely communication, and professional project management, which have collectively ensured high accuracy and smooth onboarding.
-
$1,000+$25 - $49 / hr10 - 49Ghaziabad, India
Services provided
Ligne Infotech is a custom software development company. Their small team is headquartered in Ghaziabad, India. Their services include Custom Software Development and Accounting.
Read more -
$1,000+$100 - $149 / hr2 - 9Westmount, Canada
Services provided
Accounting company Griffin Business Solutions is located in Westmount, Canada. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mamaroneck, NY
Services provided
Launched in 1991, Paldino Company CPA is a small Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bengaluru, India
Services provided
Arpitha & Associates is an Accounting company. They were founded in 2018 and offer Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr10 - 49İstanbul, Türkiye
Services provided
Accounting and Finance & Accounting Outsourcing (FAO) company Ozm-Consultancy Tax&Advisory Services was launched in 1992. The agency provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$5,000+$50 - $99 / hr10 - 49Surry Hills, Australia
Services provided
Headquartered in Surry Hills, Australia, Peritum Business service is a small Accounting company. Their services include Accounting and BI & big data consulting & SI.
Read more -
$1,000+$100 - $149 / hr10 - 49Southport, Australia
Services provided
Launched in 1970, Keypoint Accountants is a small Accounting company located in Southport, Australia. Their team offers Accounting.
Read more -
$1,000+< $25 / hr2 - 9Singapore
Services provided
International Corporate Services Pte. Ltd. Is a Business Consulting company. The team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO) and is headquartered in Singapore.
Read more -
$1,000+< $25 / hr250 - 999Bogotá, Colombia
Services provided
Finance & Accounting Outsourcing (FAO) company Crowe Co S.A.S. (Colombia) was launched in 1995. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
Services provided
Cridenza is a Back Office Outsourcing company. The Dhaka, Bangladesh-based firm focuses on Back Office Outsourcing and Email Marketing.
Read more -
$10,000+$100 - $149 / hr2 - 9Kissimmee, FL
Services provided
Launched in 2009, LAB Accounting is an Accounting company. Their services include Accounting and Corporate Training & Coaching.
Read more -
$10,000+< $25 / hr10 - 49London, England
Services provided
Digital Strategy company RiteServe Technologies Pvt Ltd was founded in 2020. The firm specializes in Digital Strategy and Social Media Marketing, and is small.
Read more -
$1,000+$25 - $49 / hr2 - 9Dubai, United Arab Emirates
Services provided
Launched in 2015, Arif Kitchlew Management Consultancy is a Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Financial Advising &
Read more -
UndisclosedUndisclosed2 - 9
Services provided
In New York, New York, Hive Hatch is a Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr10 - 49Ahmedabad, India
Services provided
Stanfox KPO Solution, a Finance & Accounting Outsourcing (FAO) company, is based in Ahmedabad, India. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2016.
Read more -
$100,000+$50 - $99 / hr2 - 9Hartbeespoort, South Africa
Services provided
SA Financial Planners is a Financial Advising & Planning company. The team is based in Hartbeespoort, South Africa, and their services include Financial Advising & Planning.
Read more -
$1,000+$100 - $149 / hr2 - 9
Services provided
VbCPA, PLLC is a business intelligence company. Founded in 2016, the firm is based in Miami, Florida and Bryant, Arkansas. Their services include BI & big data consulting & SI and Business
Read more -
$1,000+$25 - $49 / hr2 - 9Yerevan, Armenia
Services provided
Confido Advisory is an Accounting company. Based in Yerevan, Armenia, their team focuses on Accounting and Corporate Law.
Read more -
$1,000+$100 - $149 / hr2 - 9Plovdiv, Bulgaria
Services provided
See all 1 projectsBulgarian Companies offers comprehensive services including bookkeeping, CPA, financial reporting, and tax preparation, with a focus on forming companies and providing detailed financial analysis and consulting. Clients praise their efficient project management and the value provided, highlighting that they deliver projects on time and exceed expectations, making them a preferred choice for accounting and consulting needs.
-
UndisclosedUndisclosed2 - 9Mira Bhayandar, India
Services provided
See all 1 projectsBashmakh & Co (Chartered Accountants) offers comprehensive services, including GST consulting, tax preparation, and financial reporting. Reviews consistently highlight the firm's prompt service delivery and effective communication, particularly through dedicated account management. Clients appreciate their on-time, monthly service provision and high responsiveness.
-
UndisclosedUndisclosed10 - 49Kew, Australia
Services provided
Launched in 2014, RA Advisory Business Accountants is a small Kew, Australia-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9Pašiliai, Lithuania
Services provided
Eurokonsulting group is a Business Valuation Services company. Headquartered in Pašiliai, Lithuania, the agency focuses on Business Valuation Services and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
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.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
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 -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% 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
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.