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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$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
Services provided
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
Services provided
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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$1,000+Undisclosed2 - 9South Jordan, UT
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Accounting company Madsen and Company was launched in 1995. The company provides Accounting and Business Consulting, and is small.
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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
Services provided
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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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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UndisclosedUndisclosed2 - 9Bondi Junction, Australia
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Founded in 2016, Evolution Cloud Accounting is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
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Westside Tax Service, LLC is an Accounting company. Founded in 2014, the team offers Accounting. The company is located in Colorado Springs, Colorado.
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UndisclosedUndisclosed10 - 49Boulder, CO
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Launched in 2004, Richtr Financial Studio is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Manassas, VA
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Frye & Company, CPAs is a small Accounting company. They provide Accounting and were launched in 2002.
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UndisclosedUndisclosed10 - 49Blackburn, Australia
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TBT Accounting, a small Accounting company, is located in Blackburn, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSan Jose, CA
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Small Accounting company Martin Lowe, MBA, EA, CPA, is headquartered in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wayzata, MN
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Accounting company Lee Financial Group specializes in Accounting. They are based in Wayzata, Minnesota.
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Undisclosed$100 - $149 / hr10 - 49Indianapolis, IN
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Accounting company Pattar & Co. CPA, Inc. Is in Indianapolis, Indiana and Fort Wayne, Indiana. Established in 1996, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montgomery, AL
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Associated CPAs is an Accounting company founded in 1979. The company provides Accounting and Business Consulting, and is small.
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$1,000+$100 - $149 / hr2 - 9St. Louis, MO
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E&A CFO Group is an Accounting company. They are in St. Louis, Missouri. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Woy Woy, Australia
Services provided
Launched in 2020, MYC Partners is a Business Consulting company. In Woy Woy, Australia, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Laurel, MD
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ACR Accounting & Consulting Resources is a small Accounting company. They provide Accounting and Business Consulting and were established in 1998.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Tonsager Tax & Accounting Services is a Minneapolis, Minnesota-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Brad Smith, CPA, LLC is an Accounting company. The company is based in Indianapolis, Indiana. Their team focuses on Accounting and Business Consulting.
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Undisclosed$200 - $300 / hr2 - 9Montclair, NJ
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Law Office Systems, Inc. Is a small Business Consulting company founded in 1985. Their team offers Business Consulting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Davis, CA
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Accounting company Newman Associates CPA is located in Davis, California. They offer Accounting and Business Consulting and were established in 1998.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Terry L. Stone, CPA, a small Accounting company, is located in Fresno, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Salem, OR
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Brenner & Co. Is an Accounting company established in 1946. The team provides Accounting and Business Consulting and is in Salem, Oregon.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Levi Consulting, a small Accounting and Business Consulting company, is based in Sydney, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dyer, IN
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Accounting company Gineris & Associates is headquartered in Dyer, Indiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Greenwood, MS
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Taylor Powell Wilson & Hartford, P. A., an Accounting company, was launched in 1917. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Siegel and Company PC, an Accounting company, was launched in 2013. The firm focuses on Accounting.
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$1,000+$200 - $300 / hr2 - 9Charlotte, NC
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Accounting company Fisher, P.A. A CPA Firm was established in 2014. The team provides Accounting and is located in Charlotte, North Carolina.
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UndisclosedUndisclosed2 - 9
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Teh Financial Coaching is a Business Consulting company. The Milpitas, California-based firm was founded in 2016. Their team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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DK Partners, PC is a small Accounting company in. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
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+< $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 - 249Dallas, TX
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.