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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UndisclosedUndisclosed2 - 9Victoria, Canada
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Launched in 2009, Dustin Geddes, CPA is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fredericton, Canada
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Plugged-IN CPA Accounting and Tax is an Accounting company. Their small team is located in Fredericton, Canada. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Victoria, Canada
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Accounting company Green Horwood & Co LLP was launched in 1963. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Nordstrom Consulting Group, Inc is an Accounting company. They are located in Anaheim, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
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Zinco Business Solutions is a small Barcelona, Spain-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Accounting company Shakamuri & Co Inc. Was launched in 2010. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Nanaimo, Canada
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Launched in 2015, New Heights Accounting Corp. Is an Accounting company. The firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Advicero Tax Nexia Sp. Z o.o. Is an Accounting company. Their small team is in Warszawa, Poland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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Clarity Bookkeeping is an Accounting company launched in 2018. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Falls Church, VA
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DeafTax LLC is a small Accounting company founded in 2007. Their services include Accounting.
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UndisclosedUndisclosedFreelancerAlexandria, VA
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CarterHutchings, LLC is an Accounting and Business Consulting company. They are located in Alexandria, Virginia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gravenhurst, Canada
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Morley Chartered Professional Accountant, an Accounting company, is based in Gravenhurst, Canada and Barrie, Canada. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancerSilver Spring, MD
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Kilner Advantage is an Accounting company. They are located in Silver Spring, Maryland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Small Accounting company NorGlobe LLC, is located in Alexandria, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Small Accounting company ABCompany LLC, is located in Fullerton, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Katowice, Poland
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ASD Group Poland is an Accounting company. Launched in 2000, the company is in Katowice, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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L o n g e v i t y Services FYB is an Accounting company. They were founded in 2016 and focus on Accounting.
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UndisclosedUndisclosed2 - 9McKinney, TX
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Established in 2018, Hodgson & Nash CPAs is a small McKinney, Texas-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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DG Accounting Inc. Is an Accounting company. Located in Surrey, Canada, the team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Kancelaria Biegłych Rewidentów K.B.R. Spółka z o.o. Is a -based Accounting company. Launched in 1997, the team provides Accounting.
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UndisclosedUndisclosed2 - 9McKinney, TX
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Murray & Mensch, P.C., CPAs is an Accounting company headquartered in McKinney, Texas. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Perth, Australia
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DFK Gooding Partners is an Accounting company headquartered in Perth, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Cabinet Bridg'Ec, a small Accounting and Business Consulting company, is headquartered in Paris, France. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Nehru A. Associates Inc., an Accounting company, is in Surrey, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McKinney, TX
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Peggy S Breeding, CPA is an Accounting company. Established in 1993, the agency is in McKinney, Texas. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Paris, France
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Capexia is an Accounting company. The team is headquartered in Paris, France, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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DMA Accountancy Corporation is an Accounting company launched in 2018. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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In Paris, France, Cardinale Conseil is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Paris, France
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Censial Groupe is a small Paris, France-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Fullerton, CA
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OC FINANCIAL SERVICES INC., an Accounting company, is in Fullerton, California. Launched in 2006, the team offers Accounting.
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UndisclosedUndisclosed2 - 9McKinney, TX
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Derik Torres, CPA is an Accounting company. Their team is in McKinney, Texas. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Paris, France
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AVMPARIS, an Accounting company, is headquartered in Paris, France. They focus on Accounting and were launched in 1990.
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UndisclosedUndisclosed2 - 9Campbelltown, Australia
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In Campbelltown, Australia, Accounting First Australia is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Victoria, Canada
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Rewers & Tiemer, Certified General Accountants is an Accounting company. Established in 2012, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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Creagest is a Paris, France-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed50 - 249Paris, France
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Accounting company Sodraco is in Paris, France. They offer Accounting.
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UndisclosedUndisclosed2 - 9Welshpool, Australia
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In Welshpool, Australia, Tax Accounting Australia is an Accounting company. Launched in 2010, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Squamish, Canada
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MegaTax Accounting Ltd. Is an Accounting company headquartered in Squamish, Canada. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Parramatta, Australia
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Launched in 2003, MaxTax Pty Ltd is a small Parramatta, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Founded in 1975, 3C EXPERTISE is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Isobel Audit Consulting is an Accounting company. They are in Paris, France and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Sodencia is a small Paris, France-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Headquartered in Stockholm, Sweden and Skokloster, Sweden, Add & Subtract is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Aurenav Sweden is an Accounting company. Headquartered in Stockholm, Sweden, the agency focuses on Accounting.
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UndisclosedUndisclosed1,000 - 9,999Stockholm, Sweden
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Founded in 1950, Grant Thornton Sweden is an Accounting company. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9
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Slipp Accounting is a small Stockholm, Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Established in 2001, Nordic Account is an Accounting company. The team provides Accounting and HR Consulting and is headquartered in.
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UndisclosedUndisclosed2 - 9McKinney, TX
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Accounting company Accountable CFO, LLC is headquartered in McKinney, Texas. They offer Accounting and Finance & Accounting Outsourcing (FAO) and were established in 2016.
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UndisclosedUndisclosed2 - 9McKinney, TX
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Accounting company PW Associates, PLLC focuses on Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2017.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Sonora Revision, an Accounting company, was founded in 1998. In Stockholm, Sweden, the team specializes in 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.