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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UndisclosedUndisclosed10 - 49Amsterdam, Netherlands
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Rembrandt Corporate Services, an Accounting company, was established in 2011. In Amsterdam, Netherlands, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Birmingham, England
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BCD Chartered Accountants is an Accounting company. Their small team is located in Birmingham, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chilton, WI
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Suttner Accounting is a small Chilton, Wisconsin-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, England
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Integrity Accountancy Services is an Accounting company established in 2010. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Birmingham, England
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Onyx Accountants Ltd is an Accounting company. They provide Accounting and Business Consulting and were established in 2007.
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UndisclosedUndisclosed2 - 9Birmingham, England
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CLEARLINE BUSINESS CONSULTANTS, a small Accounting company, is in Birmingham, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hartford, WI
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Vickney & Associates CPA SC, a small Accounting company, is based in Hartford, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Redding, CA
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Susan C. Lloyd, CPA is a Redding, California-based Accounting company. They offer Accounting and Business Consulting and were founded in 1996.
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UndisclosedUndisclosed2 - 9Sheffield, England
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Abacus Accounting Services is an Accounting company. They are located in Sheffield, England and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Accounting company Stephen S Smith CPA is based in Medford, Oregon. They offer Accounting and Business Consulting and were established in 2014.
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UndisclosedUndisclosed2 - 9Sheffield, England
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Certax is an Accounting company established in 2012. Located in Sheffield, England, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Cramer & Associates, an Accounting company, was established in 2010. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sheffield, England
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Voice & Co is an Accounting company. They offer Accounting and are based in Sheffield, England.
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UndisclosedUndisclosed50 - 249Nottingham, England
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Located in Nottingham, England, FHP Property Consultants is an Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Richard W. Brewster, CPA, an Accounting company, is headquartered in Medford, Oregon. Launched in 2010, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49West Bridgford, England
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Bexons Accountants is an Accounting company. Based in West Bridgford, England, the firm focuses on Accounting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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Accounting company Business Growth Services is located in Nottingham, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wausau, WI
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Wausau Tax & Accounting, Inc is an Accounting company. Their team is in Wausau, Wisconsin. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Taxes R Us is an Accounting company. Established in 1980, the firm is located in Medford, Oregon. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hucknall, England
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Elkingtons Certified Accountants is a Hucknall, England-based Accounting company. Established in 2005, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Colwick, England
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DK Rumsby & Co. Is a small Accounting company established in 2000. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Arnold, England
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Atkinson Evans is an Arnold, England-based Accounting company. Launched in 2000, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Gedling, England
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Abacus Accountancy & Taxation Services is a small Gedling, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49West Bridgford, England
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Accounting company H Stewart Accountancy Services is headquartered in West Bridgford, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hucknall, England
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Smith Cookson is an Accounting company. The Hucknall, England-based team provides Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Accounting company Legacy CPA is based in Medford, Oregon. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Asheville, NC
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Corliss & Solomon, PLLC is an Accounting company founded in 2002. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wilson, NC
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Anthony & Tabb, CPA is an Accounting company. Founded in 1992, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Kohari & Gonzalez PLLC is an Accounting company. Their small team is in Charlotte, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Office:907, United Arab Emirates
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LMKG Management Consultancy is an Accounting company. They are based in Office:907, United Arab Emirates and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, England
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Certax Accounting is an Accounting company. Their small team is headquartered in Birmingham, England. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Goiânia, Brazil
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IT managed services company Megasoft Informática is based in Goiânia, Brazil. The team focuses on IT managed services and Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, England
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Launched in 1995, Jassal and Company is an Accounting company. In Birmingham, England, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Port Moody, Canada
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Accounting company The Newport Group Accountants LLP was founded in 2003. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Schepens Tax & Accounting Inc. Is an Accounting company launched in 2015. The team focuses on Accounting and is located in Surrey, Canada.
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UndisclosedUndisclosed10 - 49Marston Green, England
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In Marston Green, England, Sephton & Company LLP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, England
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Small Accounting company ASPIRE UK TAX ACCOUNTANTS, is based in Birmingham, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Victoria, Canada
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McAvoy Rule & Company, an Accounting company, was founded in 1986. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denton, TX
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Accounting company Mr. B's Bookkeeping & Tax Service was launched in 2013. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Birmingham, England
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MHA MacIntyre Hudson, an Accounting company, was launched in 1880. The team provides Accounting and cloud consulting & SI and is located in Birmingham, England.
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UndisclosedUndisclosed2 - 9Birmingham, England
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LZB Group Limited, a small Accounting company, is located in Birmingham, England. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Birmingham, England
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JW Hinks is an Accounting company. Launched in 1896, the firm is headquartered in Birmingham, England. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Victoria, Canada
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Cameron Izard Snell is an Accounting company. Located in Victoria, Canada, their small team focuses on Accounting and Business Consulting. The firm was established in 2007.
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UndisclosedUndisclosed50 - 249Birmingham, England
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Dains Accountants is an Accounting company launched in 1926. The firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Birmingham, England
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Malcolm Piper and Company Ltd is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO), and the firm is in Birmingham, England.
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UndisclosedUndisclosed10 - 49Birmingham, England
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Salhan Accountants, a small Accounting company, is located in Birmingham, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Birmingham, England
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Breslins is an Accounting company launched in 1993. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Chambersburg, PA
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Launched in 1963, SEK, CPAs & Advisors is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Birmingham, England
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Fraser Russell is an Accounting company located in Birmingham, England. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, England
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The Catering Accounting Company is a small Birmingham, England-based Accounting company. The team provides Accounting and Business Consulting.
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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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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 - 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.