Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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 - 9Ahmedabad, India
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FinVoyage is an Ahmedabad, India-based Financial Advising & Planning and Financial Consulting company. The team focuses on Financial Advising & Planning and Financial Consulting.
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$1,000+$50 - $99 / hr10 - 49
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Think SME Pte Ltd is a branding company founded in 2013. The firm focuses on Branding and Social Media Marketing.
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$1,000+$25 - $49 / hr2 - 9
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Levitt Insurance Brokers is an Insurance Services & Brokers company. Launched in 1990, the firm specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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Founded in 2012, Financial Planning Fort Collins is a small Fort Collins, Colorado-based Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49
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Geekbooks is an Accounting company. The firm is located in Bondi Junction, Australia. Their team specializes in Accounting and Back Office Outsourcing.
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$5,000+$200 - $300 / hr10 - 49
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Start - Business Solutions is a Market Research company. Launched in 2013, the agency is located in Tbilisi, Georgia. Their services include Market Research and Marketing Strategy.
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UndisclosedUndisclosed2 - 9
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Established in 2008, HC Consultancy Pte. Ltd. Is a small Singapore, Singapore-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Founded in 2003, Superior Trucking Payroll Service is a Back Office Outsourcing and Accounting company. Their services include Back Office Outsourcing and Accounting.
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$1,000+$50 - $99 / hr2 - 9Houston, TX
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Established in 2022, Accurants Inc. Is an Accounting and Fractional CFO Services company. The team focuses on Accounting and Fractional CFO Services and is based in Houston, Texas.
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$1,000+$25 - $49 / hr50 - 249Gurugram, India
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Geoshot Technologies Pvt. Ltd, a SEO agency, was established in 2013. They provides Search Engine Optimization and Architectural Design.
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$100,000+$150 - $199 / hr50 - 249
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Accounting and Financial Advising & Planning company Faber LLP is headquartered in Edmonton, Canada. Founded in 2000, the team offers Accounting and Financial Advising & Planning.
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$25,000+$100 - $149 / hr2 - 9
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Established in 2022, DealFlowAgent is a small Business Valuation Services company. Their team specializes in Business Valuation Services and Financial Advising & Planning.
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$5,000+< $25 / hr2 - 9
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Booksmerge is an Accounting company. They were established in 2025 and focus on Accounting.
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$1,000+$50 - $99 / hr10 - 49Sheridan, WY
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Founded in 2020, Bretify Consultants is a website development firm. The agency specializes in Web Development and E-Commerce Development.
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$1,000+$25 - $49 / hr2 - 9Mumbai, India
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See all 3 projectsWe are a Chartered Accountancy firm with more than 10 years of establishment. Our team is dedicated towards the benefit and betterment of our clients. The Firm is focused towards reaching its
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Noble Accounting, LLC is a small Finance & Accounting Outsourcing (FAO) company. Founded in 2015, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Intrepid is an Insurance Services & Brokers company. The Atlanta, Georgia-based firm provides Insurance Services & Brokers and Benefits Administration.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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JB Group, Inc. Is an Accounting company established in 2015. The team provides Accounting and is headquartered in Lincoln, Nebraska.
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UndisclosedUndisclosed10 - 49Huntsville, AL
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Bearden Stroup & Associates, CPAs is an Accounting company in Huntsville, Alabama. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Monterrey, Mexico
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In Monterrey, Mexico, QGA is an Accounting company. They focus on Accounting and Recruiting.
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$1,000+$150 - $199 / hr2 - 9Brookvale, Australia
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Established in 2016, Beaches Accounting, a small Accounting company, is headquartered in Brookvale, Australia. Their services include Accounting.
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$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
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Qormotho Limited is an Accounting company. Founded in 2018, the team offers Accounting and Finance & Accounting Outsourcing (FAO). The agency is based in Dhaka, Bangladesh.
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UndisclosedUndisclosed2 - 9Revelstoke, Canada
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OpnRoad is a small Financial Advising & Planning company established in 2015. Their team provides Financial Advising & Planning and Business Consulting.
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$1,000+< $25 / hr2 - 9Los Angeles, CA
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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.
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$100,000+Undisclosed2 - 9Carefree, AZ
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Kendrick Wealth Management is a Financial Advising & Planning company established in 2016. Their team focuses on Financial Advising & Planning.
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$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.
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$100,000+Undisclosed2 - 9Noida, India
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Headquartered in Noida, India, Chandra Credit is a Funding & Investment company. Launched in 1993, the team specializes in Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed2 - 9Rampur Jagir, India
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Business Consulting company Kcorp Tax focuses on Business Consulting and Accounting. They were established in 2019.
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UndisclosedUndisclosed10 - 49Bandar, Bangladesh
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Softifybd Limited, a CRM consulting and SI company, was founded in 2017. They specializes in CRM consulting and SI and ERP consulting and SI.
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$1,000+< $25 / hr50 - 249Kampala, Uganda
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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.
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UndisclosedUndisclosed2 - 9Toledo, Brazil
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Dumont Contabilidade is a Finance & Accounting Outsourcing (FAO) and Accounting company in Toledo, Brazil. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$50 - $99 / hr2 - 9
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In Halifax, Canada, Bejeweled Bookkeeping Services is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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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.
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$1,000+$50 - $99 / hr2 - 9Newtown, Australia
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Mackenzie Group - Bookkeeping Services is an Accounting company. Headquartered in Newtown, Australia, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Columbus, OH
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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.
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$5,000+$25 - $49 / hr2 - 9Battle, England
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Launched in 2023, Martlet Studio, a small branding agency, is located in Battle, England. Their team offers Branding and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Tirur, India
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Direct Marketing company Webnic Digital Solutions | Digital Marketing Company in UAE, India was founded in 2024. The firm provides Direct Marketing and Search Engine Optimization, and is small.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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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.
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$1,000+$150 - $199 / hr2 - 9
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Professional Insurance Experts, LLC, an Insurance Services & Brokers company, is in Frisco, Texas. They offer Insurance Services & Brokers and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9Libertyville, IL
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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
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UndisclosedUndisclosed2 - 9Surrey, Canada
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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.
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Undisclosed< $25 / hr50 - 249
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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.
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UndisclosedUndisclosed10 - 49St. Petersburg, FL
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In St. Petersburg, Florida, McClanathan, Burg & Associates, LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Winnipeg, Canada
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McLenehan and Associates Chartered Professional Accountants is a small Winnipeg, Canada-based Accounting company. The team focuses on Accounting.
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$1,000+Undisclosed2 - 9Elgin, IL
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Insurance Services & Brokers company Pro Insurance Group is headquartered in Elgin, Illinois and Huntley, Illinois. They specialize in Insurance Services & Brokers.
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Undisclosed< $25 / hr2 - 9
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Launched in 2022, Buhfop is a small Accounting company. Their services include Accounting and Finance Law.
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$10,000+Undisclosed2 - 9Malahide, Ireland
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Logistics & Supply Chain Consulting company Quipas Ltd. Is located in Malahide, Ireland. They offer Logistics & Supply Chain Consulting and Marketing Strategy.
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$5,000+Undisclosed50 - 249London, England
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Financial Advising & Planning company Falconfx Worldwide Limited is located in London, England. They offer Financial Advising & Planning and Commercial Financing.
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$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.
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$1,000+Undisclosed2 - 9
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Flatland Financial is an Accounting company. They were launched in 2023, and their services include Accounting and Financial Advising & Planning.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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 -
$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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.