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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$1,000+$50 - $99 / hr2 - 9Houston, TX
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Established in 2022, Accurants Inc. Is an Accounting and Fractional CFO Services company. The team focuses on Accounting and Fractional CFO Services and is based in Houston, Texas.
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$1,000+$25 - $49 / hr50 - 249Gurugram, India
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Geoshot Technologies Pvt. Ltd, a SEO agency, was established in 2013. They provides Search Engine Optimization and Architectural Design.
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$100,000+$150 - $199 / hr50 - 249
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Accounting and Financial Advising & Planning company Faber LLP is headquartered in Edmonton, Canada. Founded in 2000, the team offers Accounting and Financial Advising & Planning.
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$25,000+$100 - $149 / hr2 - 9
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Established in 2022, DealFlowAgent is a small Business Valuation Services company. Their team specializes in Business Valuation Services and Financial Advising & Planning.
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$5,000+< $25 / hr2 - 9
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Booksmerge is an Accounting company. They were established in 2025 and focus on Accounting.
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UndisclosedUndisclosed10 - 49
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JTC CPAs, an Accounting and Financial Advising & Planning company, is headquartered in Arlington, Texas. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Growth Rhino is a Canada, Canada-based Financial Advising & Planning company. They specialize in Financial Advising & Planning and were founded in 2016.
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Undisclosed$50 - $99 / hr250 - 999
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The Back Room Offshoring Inc. Is an Accounting company in Pampanga, Philippines. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Reading, MA
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J.J. Ruddy Insurance, Inc., an Insurance Services & Brokers company, is in Reading, Massachusetts. Founded in 2020, the team offers Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Everett Wealth Solutions, a Financial Advising & Planning company, was established in 2009. The small team provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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The Mortgage Force Team Edmonton -Dominion Lending is an Edmonton, Canada-based Financial Advising & Planning company. Launched in 2012, the team offers Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9York, England
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Will Assist Mortgages York - Independent Mortgage Broker is a Financial Advising & Planning and Financial Consulting company. Their team focuses on Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Agile Bookkeeping is a small Accounting company in Vernon, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Clayton, Australia
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Phalanx Accounting is an Accounting company. The Clayton, Australia-based firm was founded in 2006. Their services include Accounting.
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$25,000+$25 - $49 / hr2 - 9Darlington, England
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Auditox Accountancy is an Accounting company. They are headquartered in Darlington, England and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Saddle Brook, NJ
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TSIB is an Insurance Services & Brokers company. The firm is based in Saddle Brook, New Jersey. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Lantern Financial Corporation is a Financial Advising & Planning company launched in 1993. The team offers Financial Advising & Planning and is based in Los Angeles, California.
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UndisclosedUndisclosed50 - 249
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In Irvine, California, InfoSwift is a midsize Insurance Services & Brokers company. The team provides Insurance Services & Brokers and Application Testing.
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UndisclosedUndisclosed10 - 49Newport, Wales
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Simply Factoring Brokers, a Financial Advising & Planning and Financial Consulting company, specializes in Financial Advising & Planning and Financial Consulting. The firm is based in Newport,
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UndisclosedUndisclosed10 - 49Van Wert, OH
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Leland Smith Insurance Services is an Insurance Services & Brokers company located in Van Wert, Ohio. The team provides Insurance Services & Brokers.
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$1,000+$50 - $99 / hr2 - 9
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Small Accounting and Finance & Accounting Outsourcing (FAO) company Stash Bookkeeping, is located in San Francisco, California. The team provides Accounting and Finance & Accounting Outsourcing
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$1,000+$200 - $300 / hr10 - 49Gregory Hills, Australia
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Crypto Tax Made Easy is an Accounting company. Launched in 2021, the agency is headquartered in Gregory Hills, Australia. Their team focuses on Accounting.
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$10,000+$25 - $49 / hr10 - 49Palmetto, FL
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Contractor in Charge is an answering service company. Launched in 2016, the agency focuses on Call Center Services and Accounting.
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UndisclosedUndisclosed250 - 999Mumbai, India
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Probus Insurance Broker Private Limited is an Insurance Services & Brokers company. Their team is in Mumbai, India and focuses on Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Founded in 1992, hudson financial partners is a Financial Advising & Planning company. The agency provides Financial Advising & Planning and Insurance Services & Brokers.
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$25,000+Undisclosed250 - 999Chantilly, VA
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Accounting company Taxilla IT Solutions was established in 2017. The company focuses on Accounting.
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UndisclosedUndisclosed50 - 249
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Advantage Advokatbyrå is an Accounting company. They were founded in 2000 and offer Accounting.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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Audit Firms in Dubai - Top Auditors in UAE, an Accounting company, is located in Dubai, United Arab Emirates. They provide Accounting and Business Consulting and were established in 1985.
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$1,000+$50 - $99 / hr10 - 49Sheridan, WY
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Founded in 2020, Bretify Consultants is a website development firm. The agency specializes in Web Development and E-Commerce Development.
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$1,000+$25 - $49 / hr2 - 9
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HISOBLI is an Accounting company based in Tashkent, Uzbekistan. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Mumbai, India
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See all 3 projectsVijay R Singh & Co. is a Mumbai-based Chartered Accountancy firm established in 2013 (FRN 136869W, ICAI M.No. 153926). For 13+ years, we have served 450+ active clients — startups, NRIs, LLPs,
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Noble Accounting, LLC is a small Finance & Accounting Outsourcing (FAO) company. Founded in 2015, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Intrepid is an Insurance Services & Brokers company. The Atlanta, Georgia-based firm provides Insurance Services & Brokers and Benefits Administration.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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JB Group, Inc. Is an Accounting company established in 2015. The team provides Accounting and is headquartered in Lincoln, Nebraska.
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UndisclosedUndisclosed10 - 49Huntsville, AL
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Bearden Stroup & Associates, CPAs is an Accounting company in Huntsville, Alabama. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Monterrey, Mexico
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In Monterrey, Mexico, QGA is an Accounting company. They focus on Accounting and Recruiting.
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$1,000+$150 - $199 / hr2 - 9Brookvale, Australia
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Established in 2016, Beaches Accounting, a small Accounting company, is headquartered in Brookvale, Australia. Their services include Accounting.
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$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
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Qormotho Limited is an Accounting company. Founded in 2018, the team offers Accounting and Finance & Accounting Outsourcing (FAO). The agency is based in Dhaka, Bangladesh.
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UndisclosedUndisclosed2 - 9Revelstoke, Canada
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OpnRoad is a small Financial Advising & Planning company established in 2015. Their team provides Financial Advising & Planning and Business Consulting.
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$1,000+< $25 / hr2 - 9Los Angeles, CA
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Back Office Outsourcing company PREMIER FINANCIAL Tax & Accounting Services focuses on Back Office Outsourcing and Accounting. They are located in Los Angeles, California and Burbank, California.
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$100,000+Undisclosed2 - 9Carefree, AZ
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Kendrick Wealth Management is a Financial Advising & Planning company established in 2016. Their team focuses on Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9Franklin, TN
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JASON MOLL CPA PLLC is an Accounting company. Their small team is located in Franklin, Tennessee. Their services include Accounting.
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$100,000+Undisclosed2 - 9Noida, India
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Headquartered in Noida, India, Chandra Credit is a Funding & Investment company. Launched in 1993, the team specializes in Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed2 - 9Rampur Jagir, India
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Business Consulting company Kcorp Tax focuses on Business Consulting and Accounting. They were established in 2019.
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UndisclosedUndisclosed10 - 49Bandar, Bangladesh
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Softifybd Limited, a CRM consulting and SI company, was founded in 2017. They specializes in CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9London, England
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My Health Protected Ltd, an Insurance Services & Brokers company, is based in London, England. They specialize in Insurance Services & Brokers and were launched in 2016.
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$1,000+< $25 / hr50 - 249Kampala, Uganda
Services provided
See all 1 projectsAppNomu Business Services provides a range of financial services including bookkeeping, financial analysis, and support with financial transactions. Client reviews on Clutch.co highlight their efficient project management, timely delivery of services, and impressive customer care, making them a suitable choice for accounting needs.
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UndisclosedUndisclosed2 - 9Toledo, Brazil
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Dumont Contabilidade is a Finance & Accounting Outsourcing (FAO) and Accounting company in Toledo, Brazil. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$50 - $99 / hr2 - 9
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In Halifax, Canada, Bejeweled Bookkeeping Services is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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Telephone answering service VIVA Virtual Assistants is in Houston, Texas. They specialize in Call Center Services and Insurance Services & Brokers and were founded in 2020.
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Get My MatchesWhy Trust Clutch
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.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
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 -
$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+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 -
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+$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 -
$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 -
$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 - 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 -
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.