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 - 9Bogotá, Colombia
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RCA Contadores LTDA is an Accounting company. Their small team is in Bogotá, Colombia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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PULIDO CONTADORES is an Accounting company. Their small team is located in Bogotá, Colombia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sheffield , England
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Turner Beaumont & Co., an Accounting company, is located in Sheffield , England. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Sheffield , England
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Sochall Smith is an Accounting company located in Sheffield , England. Founded in 1998, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Sheffield , England
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C H F Accountancy Limited, an Accounting company, was established in 1996. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Downey, CA
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1st Advantage Business Solutions, an Accounting company, was established in 2011. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Sheffield , England
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Allen, West and Foster Chartered Accountants is an Accounting company. Founded in 2017, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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AUDIASCOL LTDA., an Accounting company, was founded in 1993. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Sheffield , England
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Henry Bramall & Co. Limited is an Accounting company. The Sheffield , England-based company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Accounting company FORD, REED & MIMMACK, LLP is based in Tustin, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Sheffield , England
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Launched in 1985, Knowles Warwick, a small Accounting company, is in Sheffield , England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Established in 2013, GP&A SAS is a small Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Sheffield, England
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Century 21 Chartered Accountants, an Accounting company, offers Accounting. The agency is in Sheffield, England.
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UndisclosedUndisclosed250 - 999Paris, France
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RBB Business Advisors is an Accounting company. Launched in 1982, the agency is in Paris, France. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Paris, France
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Acomptea is an Accounting and Business Consulting company. The Paris, France-based company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Gómez & Asociados Grupo Consultor is a small Accounting company located in Bogotá, Colombia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Rīga, Latvia
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EBEKA is an Accounting company. They specialize in Accounting and are based in Rīga, Latvia and Uppsala , Sweden.
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UndisclosedUndisclosed50 - 249Paris, France
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Midsize Accounting company Retout & Associés, is in Paris, France and Paris, France. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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James Howes & Co is an Accounting company. Their small team is headquartered in Paris, France. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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Tucontador.co® is a small Bogotá, Colombia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Located in Paris, France, SPIRA, TWIST & ASSOCIÉS is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Gothenburg , Sweden
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Launched in 2010, PE Accounting is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Paris, France
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Finance Conception is an Accounting company. Founded in 2002, the company is based in Paris, France. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Paris, France
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Based in Paris, France, Arold Audit & Accountancy is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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V-Tax Accountants and Business Consultants, an Accounting company, was founded in 2019. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Paris, France
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Moreno Rouby & Associés, an Accounting company, was established in 1995. The team offers Accounting and is in Paris, France.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Laurel M Davila, CPA is an Accounting company. They are in Tustin, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Burnaby, Canada
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Riquelme & Associates, Chartered Professional Accountant is an Accounting company. Based in Burnaby, Canada, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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Sylvain Navarro Audit & Conseil is an Accounting company. Their team is based in Paris, France and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Le Point Asso, a small Accounting company, is headquartered in Paris, France. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Dalmacio Accountancy Corp., an Accounting company, was founded in 2003. The small team focuses on Accounting.
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UndisclosedUndisclosed1,000 - 9,999Manchester, England
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Moore Stephens, an Accounting company, is based in Manchester, England. Launched in 1907, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Based in Vällingby, Sweden, Contus Ekonomi AB is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Founded in 2008, Khosh & Company is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Manchester, England
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EAC Accountancy Assist is an Accounting company. They are headquartered in Manchester, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Coral Springs, FL
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Blum and Blum is an Accounting company launched in 1985. The firm focuses on Accounting.
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UndisclosedUndisclosed250 - 999Manchester, England
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Lockton Companies LLP is an Accounting company. They are based in Manchester, England and have midsize team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Manchester, England
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Headquartered in Manchester, England, Parkinson UK is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Vancouver, Canada
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Towler & Associates is an Accounting company located in North Vancouver, Canada. Established in 2008, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Located in Irvine, California, LEE CPAs & Company is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sheffield, England
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Small Accounting company The Tax Team, is located in Sheffield, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Based in Newport Beach, California, Core Performance Consulting LLC is an Accounting company. Founded in 2002, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Paris, France
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Vachon Et Associes is a small Accounting company located in Paris, France and Paris, France. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Barnes Accountancy Corporation is an Accounting company. In Santa Ana, California, the company was established in 1988. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sheffield, England
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Accounting company Hollis and Co specializes in Accounting. They were established in 2013.
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UndisclosedUndisclosed10 - 49Sparks, NV
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E-Quantum Inc. Is an Accounting and e-commerce development firm. They are located in Sparks, Nevada and have small team. Their services include Accounting and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Paris, France
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Headquartered in Paris, France, CPA is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Sheffield, England
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Established in 1991, Royston Parkin Limited, a small Accounting company, is in Sheffield, England. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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France Expertise is an Accounting company. Launched in 1999, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Small Accounting company Karrington Financial Forensics, is in Salt Lake City, Utah. The team offers Accounting.
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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 -
$5,000+$100 - $149 / hr10 - 49
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 -
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 -
$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 -
UndisclosedUndisclosed10 - 49Dubai, 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 -
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.