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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AltaGer Contadores Consultores is an Accounting company headquartered in Bogotá, Colombia. Established in 1991, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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CMS Related Experts, an Accounting company, is in Paris, France. They offer Accounting and were launched in 1983.
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UndisclosedUndisclosed2 - 9Dortmund, Germany
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Steuerberater-Sozietät Stiebritz & Klein is an Accounting company. They are based in Dortmund, Germany and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Small Accounting company V&Z S.A.S. Audit et Conseil, is headquartered in Paris, France. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Finanzas y Negocios CAPEC is an Accounting company established in 2011. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Based in Bogotá, Colombia, ESEM Ltda is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Belle Business Services is an Accounting company. They are in Sparks, Nevada, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Aullón Contadores Públicos y Avalúos is an Accounting company. They are based in Bogotá, Colombia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Megan J Reese, MSA, EA, an Accounting company, was established in 2005. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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GSA CONSULTORES is a Bogotá, Colombia-based Accounting company. Launched in 2000, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Small Accounting company C&C Bookkeeping LLC, is in Sparks, Nevada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Small Accounting company First Solutions inc, is based in Sparks, Nevada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Founded in 2018, VISORAY Accounting & Bookkeeping LLC is a small Accounting company based in Dubai, United Arab Emirates. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Headquartered in Canada, CanadianAccountant is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Tax Plus is an Accounting company. Their small team is located in Sparks, Nevada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Abdulrahman Alnuaimi Auditing LLC, an Accounting company, was launched in 2015. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Reno, NV
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Headquartered in Reno, Nevada, Sabatini and Associates LTD is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Based in Calgary, Canada, Sparksbooks is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Tax & Advisory Services is an Accounting company. They are headquartered in Reno, Nevada and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Eastchester, NY
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Warth & Klein Grant Thornton AG is an Accounting company. The company is located in Eastchester, New York. Their services include Accounting and Cybersecurity.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Located in Sparks, Nevada, Quality Bookkeeping is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Based in Montréal, Canada, Lepage Marcil David Forensic Accountants Inc. Is an Accounting and Business Consulting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Otisville, MI
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Seifert sadlo is an Accounting company. Based in Otisville, Michigan, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sheffield , England
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Accounting company Forge Sheffield is in Sheffield , England. They specialize in Accounting and Business Consulting and were launched in 2017.
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UndisclosedUndisclosed2 - 9Sheffield , England
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Tyas Shaw & Co is an Accounting company. They focus on Accounting and were established in 2000. The agency is in Sheffield , England.
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UndisclosedUndisclosed10 - 49New York, NY
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Buchhaltung Berlin is an Accounting company. Their small team is headquartered in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed50 - 249
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Launched in 2017, Servicebüro & Buchhaltung Krol is an Accounting company. Based in , the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sheffield , England
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Freedom In Numbers is an Accounting company. Based in Sheffield , England, their team specializes in Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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IBISWorld is an Accounting and Business Consulting company. Their small team is headquartered in Melbourne, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halfway, England
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Number Crunchers, an Accounting company, specializes in Accounting. The company is based in Halfway, England.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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Headquartered in Brampton, Canada, WebTaxOnline Admin is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Barcelona, Spain
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Founded in 1993, JMAE is a Business Consulting company. The small team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Stirling, Canada
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Small Accounting and Business Consulting company TD Accounting Services, is headquartered in Stirling, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Small Accounting and Business Consulting company Tantelo, is based in Vancouver, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pickering, Canada
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In Pickering, Canada, Computer Accounting Services Of Canada is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Berlin, Germany
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RSM Germany is an Accounting company. Their team is in Berlin, Germany and specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Cloud Bookkeeping is a small Accounting and Business Consulting company in Belleville, Canada. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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MIKE SAFARI, CPA, MSA, CGMA is an Accounting company. The company is based in Tustin, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Berlin, Germany
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Ecovis International is an Accounting company in Berlin, Germany. Their services include Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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US Expat Tax Help is an Accounting company. Their small team is in Berlin, Germany and. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Located in Berlin, Germany, WA Accounting Pros is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Sozietät Franz & Näther is an Accounting company. They are headquartered in Berlin, Germany and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Accounting and Architectural Design company Domeier Architects, Inc. Is headquartered in San Diego, California. They focus on Accounting and Architectural Design and were founded in 2009.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Headquartered in Tustin, California, Lipinski & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Berlin, Germany
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Established in 2006, Winheller is a midsize Accounting company located in Berlin, Germany. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Tax Solutions Group is an Accounting company. Located in Santa Ana, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Shay James, CPA, a small Accounting company, is in Reno, Nevada. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Berlin, Germany
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Ikarus Steuerberatung, a small Accounting company, is headquartered in Berlin, Germany. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Simpkins And Associates is an Accounting company. They are based in Reno, Nevada and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tustin, CA
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Accurate Bookkeeping & Tax Service, Inc. Is an Accounting company. Founded in 1984, their team specializes in 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.