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 - 9Spokane, WA
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Tim Beck, CPA, PLLC is an Accounting company. They are based in Spokane, Washington and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spokane, WA
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ActionCOACH Spokane is an Accounting company. Their small team is headquartered in Spokane, Washington. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Upplands Väsby, Sweden
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Headquartered in Upplands Väsby, Sweden and Stockholm, Sweden, Finnhammars Revisionsbyrå AB is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Petaluma, CA
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Founded in 2003, North Bay CPA is a small Petaluma, California-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9München, Germany
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Cosmotax GmbH, a small Accounting company, is located in München, Germany. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lake Elsinore, CA
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Founded in 2008, Accounting in Motion is a small Lake Elsinore, California-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Petaluma, CA
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BEELS SOPER LLP is an Accounting company. The Petaluma, California-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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Exponents.pl is a small Accounting company. They specialize in Accounting and were launched in 1999.
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UndisclosedUndisclosed10 - 49Burlington, Canada
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Edelkoort | Smethurst | Schein Chartered Professional Accountants LLP is an Accounting company. Their small team is located in Burlington, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Petaluma, CA
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Scott Porter Corporation, P.C is a small Accounting company established in 2001. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kellogg, ID
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Coeur d'Alene Accounting is an Accounting company. They are headquartered in Kellogg, Idaho and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rathdrum, ID
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Blue Water Consulting Inc is an Accounting company launched in 2008. The team focuses on Accounting and Litigation Support Services and is in Rathdrum, Idaho.
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UndisclosedUndisclosed2 - 9Bergkirchen, Germany
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FiBuTop, an Accounting company, was established in 2017. Located in Bergkirchen, Germany, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Nordic Accounts is a small Stockholm, Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Founded in 2003, BRAVO TAX is a small Anaheim, California-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Spokane Valley, WA
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Universal Funding Corporation, an Accounting company, was established in 1998. The agency specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Mexico City, Mexico
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HR CONSULTING is a HR Consulting company. They are based in Mexico City, Mexico and have small team. Their team provides HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Ajax, Canada
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Accounting Solutions Co, a small Accounting company, is based in Ajax, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brannenburg, Germany
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Accounting company Intertax Consult was established in 2001. Headquartered in Brannenburg, Germany, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Launched in 2016, Prycis Redovisning AB is an Accounting company. The firm offers Accounting.
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UndisclosedUndisclosed10 - 49Fullerton, CA
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Munson, Cronick & Associates, LLP is a small Accounting company located in Fullerton, California. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Perth, Canada
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Small Accounting company Kelly Huibers McNeely Professional Corporation, is in Perth, Canada and Carleton Place, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brentwood, MO
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Morice, List & Associates is an Accounting company. The company is headquartered in Brentwood, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Placentia, CA
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Financial Insight Tax Planning, Inc. Is an Accounting company. They are headquartered in Placentia, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Stockholm, Sweden
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Mazars Sweden, an Accounting company, focuses on Accounting. The agency is in Stockholm, Sweden.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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MK Biuro Rachunkowe Monika Kruszka (Blok) is an Accounting company. Located in Bydgoszcz, Poland, the company was established in 2014. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Huntsville, Canada
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Pahapill and Associates Professional Corporation, a small Accounting company, is headquartered in Huntsville, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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SMA Financial Inc. – Accounting and Tax Services, an Accounting company, is located in Irvine, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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SMALL BUSINESS ACCOUNTANTS is an Accounting company. Their small team is located in St. Louis, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9München, Germany
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TLI Steuerberater PartG mbB, a small Accounting and IT strategy consulting company, is in München, Germany. The team specializes in Accounting and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Ottawa, Canada
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Logan Katz LLP is an Accounting company. Headquartered in Ottawa, Canada and Toronto, Canada, the agency was founded in 1994. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buena Park, CA
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TaxCutPlus is a small Accounting company in Buena Park, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Spokane, WA
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Established in 1994, Aspen Personnel Service is an Accounting company. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Stockholm, Sweden
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KlaraPapper AB is an Accounting company founded in 1997. The midsize team provides Accounting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Traher & Company Chartered Accountant Inc., an Accounting company, offer Accounting. They were founded in 1998.
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UndisclosedUndisclosed10 - 49Liberty Lake, WA
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Stauffer & Associates PLLC is a small Liberty Lake, Washington-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Established in 2004, Piterak´s Accounting & Tax Services is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Accounting company Tony Fu Chartered Professional Accountant is based in Surrey, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Stockholm, Sweden
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Accounting company PwC Sweden is based in Stockholm, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Small Accounting company Mark J. Franco, CPA, MBA, is in Fullerton, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sappington, MO
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Accountax is an Accounting company. Based in Sappington, Missouri, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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J. Kellogg & Company, Inc. Is an Accounting company. The Fullerton, California-based agency was founded in 2005. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Matlen Accounting & Income Tax Services is an Accounting company. Founded in 2010, the team focuses on Accounting and Business Consulting. The company is in Surrey, Canada.
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UndisclosedUndisclosed2 - 9
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Accounting company Gati Business Consultants Inc. Was established in 2001. Headquartered in , the team provides Accounting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Accounting company Harpreet Bhatti & Co. CPA was established in 2005. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Klevorn & Company, P.C. Is an Accounting company. Their small team is headquartered in St. Louis, Missouri and focuses on Accounting and Business Consulting. The company was founded in 1996.
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UndisclosedUndisclosed10 - 49
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Ledger Services is a small Brea, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tempe, AZ
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Small Accounting company Matusak Business Services, is located in Tempe, Arizona. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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Mentor Accounting Services is an Accounting company founded in 2014. The small team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Brea, CA
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Founded in 1967, Miller Giangrande LLP is an Accounting company. The team focuses on Accounting and Business Consulting and is in Brea, California.
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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.