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 - 9London, England
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DFK International is an Accounting company. Located in London, England, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Price & Accountants Ltd. Is an Accounting company located in London, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Small Accounting company JPM Business Solutions Inc, is based in Saskatoon, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Asheville, NC
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Hunter Praytor P.A. Is an Accounting company. Headquartered in Asheville, North Carolina, their small team provides Accounting. The firm was established in 1995.
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UndisclosedUndisclosed2 - 9Regina, Canada
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Small Accounting company Pharos Business & Taxation Advisors, is in Regina, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Bambridge Accountants is an Accounting company. They are in London, England. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Knutson Curry & Associates is an Accounting company. Their team is in Napa, California. The firm provides Accounting.
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UndisclosedUndisclosed10 - 49London, England
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AEL Markhams Ltd is an Accounting company. The London, England-based company specializes in Accounting.
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UndisclosedUndisclosed250 - 999London, England
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Accounting company Wilkins Kennedy was launched in 1882. The firm provides Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed2 - 9Jacksonville, NC
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LANVERMEIER & JARMAN, PA is an Accounting company. The team is based in Jacksonville, North Carolina, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Jorad and Company, a Business Consulting company, was launched in 1984. The team specializes in Business Consulting and Accounting and is headquartered in Napa, California.
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UndisclosedUndisclosed10 - 49London, England
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Elan & Co LLP is an Accounting company. The company is based in London, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Located in London, England, Parker Randall is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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BALLARD PATEL, C.P.A., P.A. Is a small Charlotte, North Carolina-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Penn Group is an Accounting company. Their small team is located in London, England. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Rees Pollock is an Accounting company. In London, England, the agency was established in 1990. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Biznav Chartered Accountants is an Accounting company in London, England. They offer Accounting and were launched in 2012.
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UndisclosedUndisclosed250 - 999London, England
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HW Fisher & Company is an Accounting company. Established in 1933, the firm is in London, England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Breckman & Company is an Accounting company. They are in London, England and have small team. Their team provides Accounting.
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UndisclosedUndisclosed250 - 999London, England
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Price Bailley Chartered Accountants is an Accounting company. Established in 1938, the agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49London, England
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No Worries Company Services Ltd is an Accounting company. In London, England, the firm was launched in 2005. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Davide Cervone CPA is an Accounting company in Napa, California. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Courtenay, Canada
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Cloutier Matthews Chartered Professional Accountants is an Accounting company. Their small team is located in Courtenay, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Trafalgar Accounting Solutions is a small Accounting company based in London, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Jackson, CA
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Traxler & Associates Inc is an Accounting and Business Consulting company. Headquartered in Jackson, California, the firm was established in 1977. Their team offers Accounting and Business
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UndisclosedUndisclosed2 - 9Keego Harbor, MI
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Equation Capital Group is an Accounting and Business Consulting company. Located in Keego Harbor, Michigan, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London, England
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More Group, an Accounting company, was established in 2005. They focuses on Accounting.
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UndisclosedUndisclosed10 - 49Fayetteville, NC
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Walter J. Pikul, MBA, CPA, CFP is an Accounting company launched in 1981. Based in Fayetteville, North Carolina, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Cameron Park, CA
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Accounting company Palm Accountancy, Inc. Is based in Cameron Park, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Vancouver, Canada
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Vohora LLP - CPAs & Business Advisors, an Accounting company, is located in Vancouver, Canada. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Based in London, England, Douglas Darko & Company Limited is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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IamC is an Irvine, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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ADJ Business Solutions Limited is an Accounting company. In London, England, the agency was established in 2010. Their services include Accounting.
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UndisclosedUndisclosed2 - 9München, Germany
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Located in München, Germany, FIBUSYS is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9München, Germany
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Small Accounting company BVM, is located in München, Germany. Their services include Accounting.
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UndisclosedUndisclosed10 - 49North Vancouver, Canada
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CRSP CPA Corp is an Accounting company. They are located in North Vancouver, Canada and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Munich, Germany
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Sommerauer Gebäudemanagement is a small Munich, Germany-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Langley City, Canada
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Based in Langley City, Canada, Sangha Tone CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cicero, NY
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Pinnacle Consulting Group - New York is a small Staffing company located in Cicero, New York. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Accubusiness is an Accounting company based in Vancouver, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burnaby, Canada
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Located in Burnaby, Canada, Pagnanini Edwards Lam is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Saklas & Co. Is an Accounting company. Founded in 1996, the agency is in Surrey, Canada. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Germain, WI
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Myers Accounting & Tax LLC is a Saint Germain, Wisconsin-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Imperial Tax & Accounting Services is a small Accounting company located in Southfield, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lathrup Village, MI
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Levy & Associates Tax Help Detroit is a small Lathrup Village, Michigan-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Troy Accounting is a small Troy, Michigan-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Onalaska, WI
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PKC 3 LLC, an Accounting company, provides Accounting. The firm is in Onalaska, Wisconsin.
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UndisclosedUndisclosed2 - 9Royal Oak, MI
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Accounting company Helen Johnston, CPA, PC. Is located in Royal Oak, Michigan. They provide Accounting and Business Consulting and were launched in 1995.
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UndisclosedUndisclosed2 - 9München, Germany
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Höger Human Service, a small Accounting company, is based in München, Germany. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
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Founded in 2017, Think Accounting & Consulting is an Accounting company. The team provides Accounting and is located in Mississauga, Canada.
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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.
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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.