Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$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 - 49Zürich, Switzerland
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KBT Treuhand AG is an Accounting company. They are located in Zürich, Switzerland and Sarnen, Switzerland and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Campinas, Brazil
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Alpha Contábil, an Accounting company, was founded in 1991. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Established in 2014, MendesLima Contabilidade is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed250 - 999Zürich, Switzerland
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OBT AG is an Accounting company launched in 1933. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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In Campinas, Brazil, Silva Abreu Contábil is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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PJS Assessoria & Contabilidade is an Accounting company. Their small team is located in Campinas, Brazil. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Baar, Switzerland
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A&O Kreston AG, an Accounting company, is located in Baar, Switzerland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Accounting company Escritório de Contabilidade em Campinas - Grupo Mary is based in Campinas, Brazil. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Simplifiquei Assessoria Empresarial e Pessoal is an Accounting company. The team focuses on Accounting, and the agency is in Campinas, Brazil.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
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WealthProCPA is a small Accounting company headquartered in Mississauga, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Campinas, Brazil
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FB Contábil is an Accounting company. The team is based in Campinas, Brazil, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Kitchener, Canada
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Irvin Accounting and Tax Services is an Accounting company. Their small team is located in Kitchener, Canada and Mississauga, Canada. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Tax Angels Group Limited is an Accounting company. The agency is in Kraków, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Accounting company Gobbi Contábil focuses on Accounting and Business Consulting. They are headquartered in Campinas , Brazil.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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SPOT CONTABIL is an Accounting company. Their team is headquartered in São Paulo, Brazil and provides Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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AMJ Assessoria Contábil is a Campinas , Brazil-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Capital Prime Assessoria Contábil is an Accounting company. They were established in 2009 and focus on Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Accounting company Planecon Contabilidade is headquartered in Campinas , Brazil. They specialize in Accounting and were launched in 2015.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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Double J's Tax is an Accounting company. Their small team is based in Hamilton, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Rema Assessoria Contábil is an Accounting company established in 2018. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Peterborough, Canada
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Launched in 2010, Babcock Income Tax is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tecumseh, Canada
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Located in Tecumseh, Canada, 7th Wave Financial Solutions Ltd. Is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Founded in 2017, Rtacont Assessoria Contábil is a small Accounting company located in Campinas , Brazil. Their team specializes in Accounting.
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UndisclosedUndisclosed1,000 - 9,999Ängelholm, , Sweden
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LRF Konsult is an Accounting company. They were established in 1918 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Established in 1996, Biuro rachunkowe WIOL is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Novum Ekonomi AB is an Accounting company based in Stockholm, Sweden. Founded in 2003, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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LogCont Consultoria Contábil Ltda is an Accounting company. Headquartered in Campinas , Brazil, the agency provides Accounting.
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UndisclosedUndisclosed2 - 9Enviken, Sweden
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Tigerstrands Redovisning AB is a small Enviken, Sweden-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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In Stockholm, Sweden, To Streker Ekonomi AB is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sopot, Poland
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PERFECTA Accounting Office, an Accounting company, was founded in 2002. The team offers Accounting and Business Consulting and is headquartered in Sopot, Poland.
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UndisclosedUndisclosed2 - 9Orange, CA
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Headquartered in Orange, California, Group 11 Advisors is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Revidere AB is a small Stockholm, Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancer
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Aidreen Gonsalves, CPA is an Accounting company. Located in Anaheim, California, their small team provides Accounting. The company was launched in 1999.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Accounting company Abicus Sp. Z o.o. Offers Accounting and HR Consulting. They are located in Warszawa, Poland.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Ortiz Accountancy Group, an Accounting company, was founded in 1995. The team provides Accounting and is located in Anaheim, California.
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UndisclosedUndisclosed2 - 9Campina, Brazil
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Brito Servicos Contabeis, an Accounting company, was founded in 2018. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Small Accounting company Tax Pros Inc., is located in Anaheim, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Earls Port, England
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Peacock Accountancy is an Accounting company. Their small team is based in Earls Port, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cheshire, England
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Accounting company KMA Accountancy provides Accounting and Business Consulting. They were launched in 2007.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Located in Campinas, Brazil, WS Assessoria Contábil is an Accounting company. Established in 2007, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Wirral, England
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Located in Wirral, England, Duncan Boxwell & Company Limited is an Accounting company. They specialize in Accounting and Business Consulting and were established in 1967.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Melitea AB, a small Accounting company, is in Stockholm, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warrington, England
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The Accounting Company - Warrington is a small Warrington, England-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warrington , England
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A1 AccounTax is an Accounting company. They are based in Warrington , England and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mollington, England
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Dotty About Accounts Ltd is an Accounting company. The Mollington, England-based company was launched in 2009. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Crewe , England
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Small Accounting company Alextra Accountants, is located in Crewe , England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Timmins, Canada
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Founded in 1987, M.O.E. Commercial Accounting Network Inc., a small Accounting company, is located in Timmins, Canada. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Crewe, England
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Founded in 2005, Banks Sheridan Limited is a small Crewe, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Culcheth, England
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Styles and Co Chartered Accountants is a small Accounting company located in Culcheth, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Nantwich, England
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Cheshire Accountants is an Accounting company. Their small team is in Nantwich, England. Their team offers Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% 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 -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
36.3/40.018.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% 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 - $49 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 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
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.2/40.016.6/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$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+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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.3/40.018/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% 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+$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 -
$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 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.9/40.016.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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.