Top Financial Services Firms
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Featured
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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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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
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BNG Accountancy is a small Accounting company located in Los Angeles, California. The team specializes in Accounting.
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$1,000+$25 - $49 / hr2 - 9Kelowna, Canada
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Chun & Company is an Accounting company in Kelowna, Canada. Established in 1994, the team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
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Liebert & Associates is an Accounting company. Launched in 2007, the firm is located in New York, New York and Chicago, Illinois. Their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Garden City, NY
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Nazaire & Co., an Accounting company, is in Garden City, New York and New York, New York. They focus on Accounting.
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$1,000+$50 - $99 / hr10 - 49Lynbrook, NY
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Wolfsohn Accounting Services is an Accounting company. They are in Lynbrook, New York and New York, New York, and their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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Launched in 1984, Accounting & Compliance International is an Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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Israeloff, Trattner & Co., an Accounting company, is in New York, New York and Garden City, New York. The team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Carle Place, NY
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Accounting company JT Shulman & Company is headquartered in Carle Place, New York. Their services include Accounting.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
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David Weise and Associates is an Accounting company. Founded in 1999, the team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Irvine, CA
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Established in 1980, RJI CPAs, a small Accounting company, is headquartered in Irvine, California. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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Small Accounting company Silverman, Krantz & Porter, is headquartered in San Francisco, California. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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Montage Services is an Accounting company. Based in San Francisco, California, their small team specializes in Accounting. The agency was launched in 2003.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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Zhou Agency is an Accounting company located in Chicago, Illinois. They focus on Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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Launched in 1982, Moshe Klein & Associates is a small Accounting company. Their team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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Sierra Forensic Group is a small Accounting company in Chicago, Illinois and Miami, Florida. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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John R. Waters & Company is an Accounting company launched in 1971. Located in Chicago, Illinois, the team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Washington, DC
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Accounting company VentureCount specializes in Accounting. They are located in Washington, District of Columbia and San Jose, California.
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Undisclosed$50 - $99 / hr2 - 9Atlanta, GA
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Baker DMM is an Accounting company. Their small team of employees is located in Atlanta, Georgia. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Atlanta, GA
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Balog + Tamburri is an Accounting company. Their small team is in Atlanta, Georgia and St. Augustine, Florida. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9Scottsdale, AZ
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Foley & Giolitto is an Accounting company. They are headquartered in Scottsdale, Arizona and have small team. They offer Accounting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249
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KDCI Outsourcing, an Accounting company, provide Accounting and Back Office Outsourcing. They were founded in 2011.
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$5,000+Undisclosed1,000 - 9,999Chennai, India
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Launched in 2011, Access Healthcare is a Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49New Delhi, India
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Ontime Infotech Pvt. Ltd. Is an Accounting company. They were established in 2015, and their services include Accounting and UX/UI Design.
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$1,000+$25 - $49 / hr10 - 49Albuquerque, NM
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Founded in 2009, Harshwal & Company LLP is a small Albuquerque, New Mexico-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Established in 1991, Valley Valuations, a small Business Consulting company, is located in Fresno, California. Their team focuses on Business Consulting and Accounting.
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$1,000+$25 - $49 / hr2 - 9Fort Worth, TX
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Accounting company Jeremy A. Johnson, CPA offers Accounting. They were established in 2013.
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UndisclosedUndisclosed2 - 9Plano, TX
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Headquartered in Plano, Texas, Beckley CPA is an Accounting company. They specialize in Accounting and were founded in 2006.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Intrepid Financial Technology is a Finance & Accounting Outsourcing (FAO) company launched in 2020. The team focuses on Finance & Accounting Outsourcing (FAO) and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Pinpointe Accounting Services, PC is an Accounting company. Their small team of employees is in Tucson, Arizona. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pasig, Philippines
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Launched in 2011, Uy, Nicolasora and Associates Inc. Is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249دبي, United Arab Emirates
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Nathan & Nathan is an Accounting company. Their team is based in دبي, United Arab Emirates and Dubai, United Arab Emirates and provides Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Boston, MA
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Concierge Wealth Management is an Accounting company. Their small team is located in Boston, Massachusetts. Their team provides Accounting and Business Consulting.
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$10,000+$100 - $149 / hr10 - 49
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AarohMarketing is an Accounting company established in 2014. The team offers Accounting and Advertising and is based in India.
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Undisclosed$150 - $199 / hr10 - 49Raleigh, NC
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Vintage Hill Consulting, a small HR Consulting company, is located in Raleigh, North Carolina. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
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Enroute International Limited, a Business Consulting company, was established in 2008. They focuses on Business Consulting and Accounting.
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Undisclosed$100 - $149 / hr10 - 49United Arab Emirates
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Founded in 2016, Alya Almarzooqi Auditing is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Jitendra Business Consultants, a small Accounting company, is in Dubai, United Arab Emirates. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Evas International is a small Accounting company in Dubai, United Arab Emirates and Abu Dhabi, United Arab Emirates. Their services include Accounting.
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Undisclosed$100 - $149 / hr2 - 9Fullerton, CA
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Small Accounting company Tandy Consulting Inc, is based in Fullerton, California and Grover Beach, California. The team focuses on Accounting and Fractional CFO Services.
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UndisclosedUndisclosed2 - 9Rolling Hills Estates, CA
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Cloud Smart Accounting, an Accounting company, provide Accounting and Business Consulting. They were established in 2003.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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IRS Audit Group, a small Accounting and Business Consulting company, is in Beverly Hills, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Based in Sydney, Australia, DataQuest Digital - SEO Company Australia is a small Accounting company. The team focuses on Accounting and E-Commerce Development.
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$1,000+< $25 / hrFreelancerJakarta, Indonesia
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Accounting company Virtary offers Accounting and Finance & Accounting Outsourcing (FAO). They are in Jakarta, Indonesia.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Boatman Accounting is a Burbank, California-based Accounting company. Founded in 2014, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greenland, NH
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Hunkins Real Estate Inc, a Commercial Brokerage Services company, focuses on Commercial Brokerage Services and Commercial Financing. The firm is based in Greenland, New Hampshire.
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$1,000+$300+ / hr2 - 9Brooklyn, NY
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MCBtax is an Accounting company. They are in Brooklyn, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Accounting company Pretty Books specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were founded in 2015.
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UndisclosedUndisclosed10 - 49
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Located in , semilimes is a small Accounting company. The team focuses on Accounting and Web Development.
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UndisclosedUndisclosed250 - 999Fortitude Valley, Australia
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Diversify Offshore Staffing Solutions is a Back Office Outsourcing company. They were established in 2011, and their services include Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Murfreesboro, TN
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HOLMES & SWAFFORD CPAs is an Accounting company founded in 2012. Their team provides Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 -
$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 -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% 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
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.