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 - 9Newtown, Australia
Services provided
Mackenzie Group - Bookkeeping Services is an Accounting company. Headquartered in Newtown, Australia, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Columbus, OH
Services provided
USA TAX AND ACCOUNTING SERVICES is a Columbus, Ohio-based Finance & Accounting Outsourcing (FAO) and Accounting company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$25 - $49 / hr2 - 9Battle, England
Services provided
Launched in 2023, Martlet Studio, a small branding agency, is located in Battle, England. Their team offers Branding and Search Engine Optimization.
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$1,000+$25 - $49 / hr10 - 49
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Mavens Advisor is a Detroit, Michigan-based Accounting company. Established in 2022, the team provides Accounting and Fractional CFO Services.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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Hiphen Consulting, a Business Consulting company, is headquartered in Dubai, United Arab Emirates and Bengaluru, India. They offer Business Consulting and Accounting and were established in 2021.
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$1,000+$150 - $199 / hr2 - 9
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Professional Insurance Experts, LLC, an Insurance Services & Brokers company, is in Frisco, Texas. They offer Insurance Services & Brokers and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9Libertyville, IL
Services provided
KFN Accounting & Financial LLC, an Accounting company, was launched in 2020. Headquartered in Chicago, Illinois and Libertyville, Illinois, the team specializes in Accounting and Business
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UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
See all 1 projectsJason Ding, CPA Inc. offers a range of accounting services including Tax Preparation and year-end corporate tax return preparation. Feedback highlights their exceptional responsiveness, professionalism, and knowledgeable staff, making them easy to work with and reliable in delivering as promised.
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Undisclosed< $25 / hr50 - 249
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See all 1 projectsRVG Chartered Accountants offers comprehensive services, including Accounting and VAT Filing, tailored to meet small business needs. Their clients report exceptional satisfaction, noting their affordable fees, timely project delivery, and responsive communication. RVG Chartered Accountants is recognized for maintaining integrity and delivering good value, making them a preferred choice for small-scale businesses.
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UndisclosedUndisclosed10 - 49St. Petersburg, FL
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In St. Petersburg, Florida, McClanathan, Burg & Associates, LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Winnipeg, Canada
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McLenehan and Associates Chartered Professional Accountants is a small Winnipeg, Canada-based Accounting company. The team focuses on Accounting.
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$1,000+Undisclosed2 - 9Elgin, IL
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Insurance Services & Brokers company Pro Insurance Group is headquartered in Elgin, Illinois and Huntley, Illinois. They specialize in Insurance Services & Brokers.
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Undisclosed< $25 / hr2 - 9
Services provided
Launched in 2022, Buhfop is a small Accounting company. Their services include Accounting and Finance Law.
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$10,000+Undisclosed2 - 9Malahide, Ireland
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Logistics & Supply Chain Consulting company Quipas Ltd. Is located in Malahide, Ireland. They offer Logistics & Supply Chain Consulting and Marketing Strategy.
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$5,000+Undisclosed50 - 249London, England
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Financial Advising & Planning company Falconfx Worldwide Limited is located in London, England. They offer Financial Advising & Planning and Commercial Financing.
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$1,000+$50 - $99 / hrFreelancerFairfield, CA
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Sheilla Vidal is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and Financial Consulting and is in Fairfield, California.
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$1,000+Undisclosed2 - 9
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Flatland Financial is an Accounting company. They were launched in 2023, and their services include Accounting and Financial Advising & Planning.
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$5,000+$200 - $300 / hr2 - 9Jersey, Jersey
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Blueringed Limited is a Business Consulting and Accounting company. The small Jersey, Jersey-based team specializes in Business Consulting and Accounting. The firm was established in 2022.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
Services provided
See all 1 projectsFORTI Accountants, based in Dublin, offers innovative accounting solutions to streamline your business operations. Our qualified team ensures stress-free formation and top-notch accounting services,
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Undisclosed< $25 / hr50 - 249Ahmedabad, India
Services provided
See all 1 projectsNCS Canada offers full-time virtual accounting services, including taxation and related financial processes. The reviews highlight their competitive pricing, seamless team integration, and significant contributions to cost savings and operational efficiency. Clients commend NCS Canada for their tailored, client-focused approach, timely communication, and professional project management, which have collectively ensured high accuracy and smooth onboarding.
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$1,000+$25 - $49 / hr10 - 49Ghaziabad, India
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Ligne Infotech is a custom software development company. Their small team is headquartered in Ghaziabad, India. Their services include Custom Software Development and Accounting.
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$1,000+$100 - $149 / hr2 - 9Westmount, Canada
Services provided
Accounting company Griffin Business Solutions is located in Westmount, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mamaroneck, NY
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Launched in 1991, Paldino Company CPA is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Arpitha & Associates is an Accounting company. They were founded in 2018 and offer Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$50 - $99 / hr10 - 49Surry Hills, Australia
Services provided
Headquartered in Surry Hills, Australia, Peritum Business service is a small Accounting company. Their services include Accounting and BI & big data consulting & SI.
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$1,000+$100 - $149 / hr10 - 49Southport, Australia
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Launched in 1970, Keypoint Accountants is a small Accounting company located in Southport, Australia. Their team offers Accounting.
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$1,000+< $25 / hr2 - 9Singapore
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International Corporate Services Pte. Ltd. Is a Business Consulting company. The team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO) and is headquartered in Singapore.
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$1,000+< $25 / hr250 - 999Bogotá, Colombia
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Finance & Accounting Outsourcing (FAO) company Crowe Co S.A.S. (Colombia) was launched in 1995. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
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Cridenza is a Back Office Outsourcing company. The Dhaka, Bangladesh-based firm focuses on Back Office Outsourcing and Email Marketing.
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$10,000+$100 - $149 / hr2 - 9Kissimmee, FL
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Launched in 2009, LAB Accounting is an Accounting company. Their services include Accounting and Corporate Training & Coaching.
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$10,000+< $25 / hr10 - 49London, England
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Digital Strategy company RiteServe Technologies Pvt Ltd was founded in 2020. The firm specializes in Digital Strategy and Social Media Marketing, and is small.
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$1,000+$25 - $49 / hr2 - 9Dubai, United Arab Emirates
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Launched in 2015, Arif Kitchlew Management Consultancy is a Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Financial Advising &
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UndisclosedUndisclosed2 - 9
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In New York, New York, Hive Hatch is a Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Stanfox KPO Solution, a Finance & Accounting Outsourcing (FAO) company, is based in Ahmedabad, India. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2016.
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$100,000+$50 - $99 / hr2 - 9Hartbeespoort, South Africa
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SA Financial Planners is a Financial Advising & Planning company. The team is based in Hartbeespoort, South Africa, and their services include Financial Advising & Planning.
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$1,000+$100 - $149 / hr2 - 9
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VbCPA, PLLC is a business intelligence company. Founded in 2016, the firm is based in Miami, Florida and Bryant, Arkansas. Their services include BI & big data consulting & SI and Business
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$1,000+$25 - $49 / hr2 - 9Yerevan, Armenia
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Confido Advisory is an Accounting company. Based in Yerevan, Armenia, their team focuses on Accounting and Corporate Law.
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$1,000+$100 - $149 / hr2 - 9Plovdiv, Bulgaria
Services provided
See all 1 projectsBulgarian Companies offers comprehensive services including bookkeeping, CPA, financial reporting, and tax preparation, with a focus on forming companies and providing detailed financial analysis and consulting. Clients praise their efficient project management and the value provided, highlighting that they deliver projects on time and exceed expectations, making them a preferred choice for accounting and consulting needs.
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UndisclosedUndisclosed2 - 9Mira Bhayandar, India
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See all 1 projectsBashmakh & Co (Chartered Accountants) offers comprehensive services, including GST consulting, tax preparation, and financial reporting. Reviews consistently highlight the firm's prompt service delivery and effective communication, particularly through dedicated account management. Clients appreciate their on-time, monthly service provision and high responsiveness.
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UndisclosedUndisclosed10 - 49Kew, Australia
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Launched in 2014, RA Advisory Business Accountants is a small Kew, Australia-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
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$1,000+$50 - $99 / hr2 - 9Pašiliai, Lithuania
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Eurokonsulting group is a Business Valuation Services company. Headquartered in Pašiliai, Lithuania, the agency focuses on Business Valuation Services and Business Consulting.
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Undisclosed$50 - $99 / hr2 - 9Rīga, Latvia
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Confidentum is an Accounting company. They were launched in 1998 and offer Accounting.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
Services provided
See all 1 projectsJLC Auditors & Advisors es una firma líder en Colombia que ofrece servicios de asesoría y outsourcing contable, especializados en la gestión de contabilidad, impuestos, nómina y actividades
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$5,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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See all 1 projectsWant an expert to help you with your taxes in Dubai? Almerak has the top tax advisors and experts in Dubai, UAE. They can help you figure out how to deal with intricate tax requirements by coming up
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$1,000+< $25 / hr2 - 9Jaipur, India
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See all 2 projectsFinRise Advisors offers comprehensive services in Bookkeeping, Financial Reporting, and CFO support, including bank reconciliation, cash flow management, and financial reporting. The reviews highlight their exceptional project management, responsiveness, and expertise, resulting in increased financial efficiency and accuracy for clients. FinRise Advisors is highly recommended for their meticulous and reliable accounting services.
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UndisclosedUndisclosed2 - 9Austin, TX
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See all 1 projectsMillan & Company, P.C. is a full service CPA firm in Austin, Texas. We have seven degreed accountants, and four of them are professionally designated CPAs with over forty years of combined
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UndisclosedUndisclosed10 - 49Winnipeg, Canada
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See all 1 projectsF.H. Black & Company was established in 1990 as a Chartered Professional Accounting firm. Over the last three decades, our depth of business acumen has been accessed by clients to address a
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UndisclosedUndisclosed50 - 249Bengaluru, India
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See all 1 projectsWith over 1000+ satisfied clients ranging from multinational corporations including foreign entities to individuals over the past 15 years, Mukunda Shiva and Associates possess a well-endowed team
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$5,000+$25 - $49 / hr50 - 249
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See all 1 projectsAccountooze Virtual Accountants offers comprehensive services in accounting and bookkeeping using Xero software. Reviews highlight their expertise and exceptional communication, underscoring their proficiency in handling substantial bookkeeping tasks. Clients commend them for their punctuality and expertise, deeming their service up-to-date and highly satisfactory.
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$5,000+$50 - $99 / hr10 - 49New York, NY
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See all 1 projectsFinalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.
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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.
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We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
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- 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.
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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.