Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosedFreelancerWinnipeg, Canada
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Achamyelesh Asfaw Chartered Professional Accountant is an Accounting company. Their small team is based in Winnipeg, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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Accounting company Paramount Consultancy was established in 2017. Headquartered in دبي, United Arab Emirates, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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PPW Chartered Accountants, a small Accounting company, is headquartered in Winnipeg, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Based in Winnipeg, Canada, Cheryl Simpson CPAs is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Brandon, Canada
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John D Masson Chartered Accountant is a small Accounting company headquartered in Brandon, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Steinbach, Canada
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Based in Steinbach, Canada, Peters Koop CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Rana Accounting & Tax Services is a small Accounting company located in Winnipeg, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Based in Winnipeg, Canada, Youssef Bezzahou CPAs is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Powell River, Canada
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Reid Hunter, an Accounting company, was founded in 2001. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Cranbrook, Canada
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Apex Accounting, Chartered Professional Accountants is an Accounting company. Established in 1996, the team provides Accounting and Business Consulting. The firm is based in Cranbrook, Canada.
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UndisclosedUndisclosed2 - 9Morden, Canada
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Krahn Friesen Neufeld CPAs is an Accounting company. Their small team of employees is based in Morden, Canada. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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Kyle Scott CPAs, a small Accounting company, is based in Winnipeg, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gilbert Plains, Canada
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AFOLABI BOOKKEEPING SERVICES & COMPANY is an Accounting company. They are located in Gilbert Plains, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosedFreelancerWinnipeg, Canada
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Dorota Haskins, Chartered Professional Accountant is a small Accounting company. Founded in 2010, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cranbrook, Canada
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Adams Wooley, Chartered Professional Accountants is a small Cranbrook, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lorette, Canada
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Finatics Accounting Solutions Inc is an Accounting company. The team focuses on Accounting, and the company is headquartered in Lorette, Canada.
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UndisclosedUndisclosed2 - 9Notre-Dame-de-Lourdes, Canada
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Deleurme Lise CPAs is a small Notre-Dame-de-Lourdes, Canada-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Summit Financial Services is a small Salt Lake City, Utah-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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KARMA BOOK WORKS INC., a small Accounting company, is based in Winnipeg, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Ralph D. Chipman, C.P.A./Managment Consultant, LLC is a small Salt Lake City, Utah-based Accounting company. The team provides Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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EXCO UTAH is an Accounting and Business Consulting company launched in 2016. Located in Salt Lake City, Utah, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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Audexfi is a small Paris, France-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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In Paris, France, Interexco SA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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TMP DE MEXICO S.A. DE C.V. Is a small Ciudad de México, Mexico-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Sky Contadores y Consultores is a small Bogotá, Colombia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Taylorsville, UT
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S B White PC is an Accounting company headquartered in Taylorsville, Utah. They specialize in Accounting and Commercial Financing and were established in 1990.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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Launched in 2014, Vinpro Global is a small Accounting company located in دبي, United Arab Emirates. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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RDS Accounting & Bookkeeping is an Accounting company. The team is in Dubai, United Arab Emirates, and their services include Accounting and Email Marketing.
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UndisclosedUndisclosed10 - 49Paris, France
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Cabinet Strauss & Associés is an Accounting company. They were founded in 1995, and their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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Trajectoire Expertise Comptable is an Accounting company. The Paris, France-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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CP&A Groupe, an Accounting company, was founded in 2013. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Winnie Tam, CPA is an Accounting and Business Consulting company. They are headquartered in Paris, France and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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AltaGer Contadores Consultores is an Accounting company headquartered in Bogotá, Colombia. Established in 1991, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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CMS Related Experts, an Accounting company, is in Paris, France. They offer Accounting and were launched in 1983.
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UndisclosedUndisclosed2 - 9Dortmund, Germany
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Steuerberater-Sozietät Stiebritz & Klein is an Accounting company. They are based in Dortmund, Germany and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Small Accounting company V&Z S.A.S. Audit et Conseil, is headquartered in Paris, France. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Finanzas y Negocios CAPEC is an Accounting company established in 2011. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Based in Bogotá, Colombia, ESEM Ltda is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Belle Business Services is an Accounting company. They are in Sparks, Nevada, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Aullón Contadores Públicos y Avalúos is an Accounting company. They are based in Bogotá, Colombia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Megan J Reese, MSA, EA, an Accounting company, was established in 2005. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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GSA CONSULTORES is a Bogotá, Colombia-based Accounting company. Launched in 2000, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Small Accounting company C&C Bookkeeping LLC, is in Sparks, Nevada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Small Accounting company First Solutions inc, is based in Sparks, Nevada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Founded in 2018, VISORAY Accounting & Bookkeeping LLC is a small Accounting company based in Dubai, United Arab Emirates. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Headquartered in Canada, CanadianAccountant is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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Tax Plus is an Accounting company. Their small team is located in Sparks, Nevada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Abdulrahman Alnuaimi Auditing LLC, an Accounting company, was launched in 2015. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Reno, NV
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Headquartered in Reno, Nevada, Sabatini and Associates LTD is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Based in Calgary, Canada, Sparksbooks is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 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 -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.