Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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 - 9Sault Ste. Marie, Canada
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Suraci CPA Professional Corporation is an Accounting company. Their small team is based in Sault Ste. Marie, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Barrie, Canada
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Rumley Holmes LLP is a Barrie, Canada-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed10 - 49North Bay, Canada
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Small Accounting company Kendall, Sinclair, Cowper & Daigle LLP, is located in North Bay, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sudbury, MA
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Located in Sudbury, Massachusetts and North Miami, Florida, The Faber Group is a Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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CONTABILDATA SRL is a small Milano, Italy-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Based in Milano, Italy, Spada Partners is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Studio Caputi Bompieri is an Accounting company. They are based in Milano, Italy and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Adema srl is an Accounting company. The team provides Accounting and Business Consulting and is located in Milano, Italy.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Studio Salina Del Torre & Partners is an Accounting company headquartered in Milano, Italy. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Potenza & Partners is a small Milano, Italy-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Studio Lucchini is an Accounting and Business Consulting company. Their team is headquartered in Milano, Italy and specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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International Accounting Solutions Srl is a small Milano, Italy-based Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Arcadia, CA
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WANG, MI & CO., an Accounting company, was founded in 2009. The team offers Accounting and is located in Arcadia, California.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Studio Bonghi, a small Accounting and Business Consulting company, is headquartered in Milano, Italy. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arcadia, CA
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PRACTICAL ACCOUNTANCY GROUP is a small Accounting company in Arcadia, California. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Vaughan, Canada
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Fazzari + Partners LLP, an Accounting company, is headquartered in Vaughan, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Goldenstein Tax Poland Sp. Z o.o. Is an Accounting company based in Poznań, Poland. Launched in 2016, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Established in 1974, STUDIO DE GIORGI e ASSOCIATI is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Hamilton, Canada
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Grenning & Co. Is an Accounting company. The Hamilton, Canada-based company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Located in Milano, Italy, LAZZERESCHI STUDIO is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Accounting company Tremblay Cloutier Hamel Inc. Is in Montréal, Canada. They focus on Accounting and were established in 1986.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Ellequadra Srl is a Milano, Italy-based Accounting company. They specialize in Accounting and were established in 2008.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Business Data Poland Sp. Z o.o. Is an Accounting company. They are based in Poznań, Poland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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ABP Services Conseils is a small Accounting company based in Québec, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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CVCG Associates is a small Milano, Italy-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Studio Pagani, a small Accounting company, is located in Milano, Italy. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Studio Locatelli, a small Accounting company, is in Milano, Italy and Milano, Italy. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duluth, MN
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ASI Financial Services Inc is an Accounting company. Their small team is based in Duluth, Minnesota and provides Accounting. The company was founded in 1997.
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UndisclosedUndisclosed2 - 9
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Dielle srl, a small Accounting company, is located in Milano, Italy. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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Andersen Tax & Legal is an Accounting company founded in 2014. Based in Milano, Italy, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duluth, MN
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Licari, Larsen & Co. Is an Accounting company. They are located in Duluth, Minnesota and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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Caf Acli is an Accounting company. They are based in Milano, Italy and have midsize team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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FNA Regionale Lombardia is an Accounting company. They are in Milano, Italy and Milano, Italy and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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DANTE & ASSOCIATI, a small Accounting and Business Consulting company, is based in Milano, Italy. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Studio CON.TEC srl, an Accounting company, is in Milano, Italy. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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TALEA is an Accounting company. The Milano, Italy-based team provides Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Small Accounting company MGP Studio, is located in Milano, Italy. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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Estudio Rossi is a Finance & Accounting Outsourcing (FAO) company. The team is based in Montevideo, Uruguay, and their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Studio Rossi & Partners is an Accounting company. Located in Milano, Italy, the company was launched in 1986. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Studio Tributario Deiure is an Accounting company based in Milano, Italy. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Small Accounting company MdR Associati, is in Milano, Italy. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Québec, Canada
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Malenfant Dallaire is an Accounting company. Their small team is based in Québec, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Québec, Canada
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Small Accounting company MORIN DESROCHERS BEAULIEU, is headquartered in Québec, Canada. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Pasadena, CA
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KROST is an Accounting company. They offer Accounting and Business Consulting and were founded in 1939. The agency is in Pasadena, California.
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UndisclosedUndisclosed2 - 9San Ramon, CA
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Ace Tax, Inc. Is an Accounting company. The team offers Accounting and Business Consulting, and the company is located in San Ramon, California.
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UndisclosedUndisclosed2 - 9West Covina, CA
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Thrive Tax & Advisory, LLC is a West Covina, California-based Accounting company. Launched in 2016, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Steven E. Fishman is an Accounting company. The Pasadena, California-based company offers Accounting.
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UndisclosedUndisclosed10 - 49Pasadena, CA
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Small Accounting company Missionwell LLC - Outsource Business Solutions, is based in Pasadena, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Pasadena, CA
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Newcon is an Accounting company in South Pasadena, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Marino, CA
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QUEZADA WONG & ASSOCIATES INC. (CPA) is an Accounting company. Founded in 2000, the team focuses on Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
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 -
$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 / hr250 - 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+< $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+$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
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49
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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed10 - 49Dubai, 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.6/40.016.6/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 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 -
$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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.