Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed10 - 49Whitby, Canada
Services provided
Arden Vanderhorst Whitby Accountant, an Accounting company, is located in Whitby, Canada. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Edmonton, Canada
Services provided
EkTrehan & Company is an Accounting company. They are based in Edmonton, Canada and have small team. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Marcos Reina, Canada Accounting is an Accounting company established in 2008. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
Located in Toronto, Canada, Lipton LLP is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Downey, CA
Services provided
Tax Time 4:15 is a small Downey, California-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9München, Germany
Services provided
Terratax Steuerberatungs GmbH is an Accounting company. Their small team is located in München, Germany. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Paris, France
Services provided
3A Group is an Accounting company. They were established in 2016 and focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Paris, France
Services provided
Advenso is an Accounting company. Their small team is in Paris, France. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Paris, France
Services provided
Axess Conseil is a Paris, France-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Accounting company ISAR E.V. Lohnsteuerhilfeverein is located in München, Colorado. They provide Accounting and were founded in 1975.
Read more -
UndisclosedUndisclosed10 - 49Paris, France
Services provided
Expertise Association is a small Accounting company. They specialize in Accounting and were founded in 1984.
Read more -
UndisclosedUndisclosed2 - 9West Kelowna, Canada
Services provided
Located in West Kelowna, Canada, Maciel & Company is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 1992.
Read more -
UndisclosedUndisclosed2 - 9Paris, France
Services provided
Small Accounting company MBC AUDIT, is in Paris, France. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Paris, France
Services provided
Jean-Claude Armand is an Accounting company. Established in 1998, their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Kelowna, Canada
Services provided
PDC - Chartered Professional Accountants is an Accounting company. They are located in Kelowna, Canada and have small team. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Prince George, Canada
Services provided
KSO Accounting Group is an Accounting company. Their small team is in Prince George, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Penticton, Canada
Services provided
Small Accounting company HLW Chartered Professional Accountants Inc., is headquartered in Penticton, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kelowna, Canada
Services provided
Accounting company LDB Chartered Professional Accountants was established in 2011. The team specializes in Accounting and Business Consulting and is in Kelowna, Canada.
Read more -
UndisclosedUndisclosed2 - 9Kelowna, Canada
Services provided
M. Saini CPA Inc. Is an Accounting company. Located in Kelowna, Canada, their small team provides Accounting and Business Consulting. The firm was founded in 2016.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
A Brown LLC is an Accounting company. They are based in Washington, District of Columbia and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
Your Construction CFO is a small Washington, District of Columbia-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kelowna, Canada
Services provided
Ohlmann & Associates is a Kelowna, Canada-based Accounting company. Established in 2016, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Victoria, Canada
Services provided
Founded in 2019, Addison G. Mollon, Inc. Is a small Accounting company. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
Consulted is an Accounting company. The Washington, District of Columbia-based agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burnaby, Canada
Services provided
Accounting company Kustner & Associates is based in Burnaby, Canada. Founded in 2010, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
Meade & Co. Is an Accounting company. In Abbotsford, Canada, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Sanni Amike CPA Professional Corporation is an Accounting company. The Toronto, Canada-based company was launched in 2015. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
Holmgren & Co. Is an Accounting company. They specialize in Accounting and were established in 1988. The company is in Abbotsford, Canada.
Read more -
UndisclosedUndisclosed2 - 9Barcelona, Spain
Services provided
WIP BUSINESS CONSULTANCY is a Business Consulting company. Located in Barcelona, Spain, the team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Covina, CA
Services provided
NBS Tax Service is an Accounting company launched in 1982. The team specializes in Accounting and Business Consulting and is located in Covina, California.
Read more -
UndisclosedUndisclosed2 - 9Barcelona, Spain
Services provided
Activae is a small Barcelona, Spain-based Business Consulting company. The team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed250 - 999Bonn, Germany
Services provided
Dhpg, an Accounting company, was founded in 1949. The company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Marsberg, Germany
Services provided
PRIOR GmbH is an Accounting and Business Consulting company established in 1990. Headquartered in Marsberg, Germany, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Paris, France
Services provided
In Paris, France, Altaréo is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Placentia, CA
Services provided
Launched in 2009, MARTIR FINANCIAL GROUP is an Accounting company. The firm specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
LDA Income Tax Bookkeeping Accounting Financial Services is a small Accounting company based in Toronto, Canada. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
Dhanda & Company Chartered Accountant LTD, an Accounting company, was established in 2012. They provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Victory Tax and Financial Services is a small Accounting company based in Anaheim, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
Zeifmans is a Toronto, Canada-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
Chartier Toor Inc. Is an Accounting company. Their small team is headquartered in Abbotsford, Canada and offers Accounting and Business Consulting. The agency was founded in 2009.
Read more -
UndisclosedUndisclosed2 - 9Burlington, Canada
Services provided
Dean C. Paley, Professional Corporation is an Accounting company. Launched in 2012, the company is based in Burlington, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Small Accounting company Alex Traiberg , Taxes & Accounting, is in Toronto, Canada. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Langley City, Canada
Services provided
CM Accounting Professionals Inc., an Accounting company, was founded in 2012. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Markham, Canada
Services provided
Located in Markham, Canada, Ideal Accounting is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Spokane, WA
Services provided
Serenity Insurance is a small Accounting and Business Consulting company located in Spokane, Washington. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Accounting company WIST Stockholm was launched in 2017. The firm focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Santa Ana, CA
Services provided
Wolfe Solutions, Inc. Is an Accounting company. They specialize in Accounting and are located in Santa Ana, California.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Bork Accounting is an Accounting company. They are based in and have small team. They offer Accounting.
Read more -
UndisclosedUndisclosed10 - 49Brea, CA
Services provided
Accounting company Sackett Financial Group was established in 1980. The agency provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rowland Heights, CA
Services provided
JHL Accountancy Corp, an Accounting company, was founded in 2018. They focuses on Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
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.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
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
-
$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.