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 - 9McKinney, TX
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Lian Liu, CPA, LLC, an Accounting company, was established in 2012. In McKinney, Texas, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McKinney, TX
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Located in McKinney, Texas, Perfect Tax And Finance is an Accounting company. Founded in 2001, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Duluth, MN
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Based in Duluth, Minnesota, Esterbrooks Scott Signorelli Peterson Smithson, Ltd. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fullerton, CA
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Launched in 1980, Nuñez & Associates, Inc. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Barcelona, Spain
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ASSESSORIA FRENERIA is a small Barcelona, Spain-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Victorville, CA
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Donna J. Wells CPA is an Accounting company. The team is in Victorville, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Commercial Brokerage Services company First Commercial Property Management is in Medford, Oregon. The team specializes in Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed50 - 249Raleigh, NC
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Capital Investment Companies, an Accounting and Commercial Financing company, was founded in 1984. Located in Raleigh, North Carolina, the team offers Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Nanaimo, Canada
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Established in 1962, Johnston, Johnston & Associates Ltd. Is an Accounting company. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Penticton, Canada
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OKV Chartered Professional Accountants is a small Penticton, Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Bernardino, CA
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Accounting company Lucia & Co., Certified Public Accountants was founded in 1984. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Courtenay, Canada
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Ashcroft & Associates is a small Accounting company founded in 2009. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Highland, CA
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Zoom Accounting Group is an Accounting company. The team specializes in Accounting and Business Consulting, and the firm is based in Highland, California.
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UndisclosedUndisclosed2 - 9San Bernardino, CA
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Jeanette L. Garcia & Associates is an Accounting company. The team is in San Bernardino, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Andersen Tax & Legal, Poland is an Accounting company. Their midsize team is in Warszawa, Poland and Katowice, Poland. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Milano Accounting, an Accounting company, is based in Milano, Italy. They focus on Accounting and were established in 1997.
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UndisclosedUndisclosed2 - 9Brazil , Brazil
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ABC Fomento Mercantil Ltda is an Accounting and Business Consulting company. They are headquartered in Brazil , Brazil and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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LS Lexjus Sinacta is an Accounting company. They were established in 2009 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Studio Vabri is an Accounting company. Established in 1986, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Courtenay, Canada
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Bomback & Co is a Courtenay, Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49100 Mile House, Canada
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PMT Chartered Professional Accountants LLP is an Accounting company. Their small team is headquartered in 100 Mile House, Canada. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nanaimo, Canada
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Headquartered in Nanaimo, Canada, Laven Accounting, Chartered Professional Accountant is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nanaimo, Canada
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M. Graham & Associates, Inc is a Nanaimo, Canada-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nanaimo, Canada
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Church Pickard Chartered Professional Accountants is an Accounting company. They were launched in 1940, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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CARAVATI PAGANI is an Accounting company launched in 1987. The team offers Accounting and Business Consulting and is headquartered in Milano, Italy.
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UndisclosedUndisclosed2 - 9Nanaimo, Canada
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Founded in 2013, Leakey & Lewicki Ltd. Is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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Established in 1995, Hager & Partners is a midsize Accounting company located in Milano, Italy. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Business Consulting company Crido Taxand Sp. O.o. Is headquartered in Warszawa, Poland. They focus on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Bludati, an Accounting company, is located in Milano, Italy. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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MDDP Outsourcing Accounting is an Accounting company. The Warszawa, Poland-based company was established in 2006. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancer
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Warner Accounting is an Accounting company. Their team is in Hillarys, Australia and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Established in 2010, MGI Modzelewski sp. Z o.o. Sp. K. Is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Adminex Polska Sp. Z o.o. Is an Accounting company. Headquartered in Warszawa, Poland, the company was founded in 2000. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed250 - 999
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HLB Groupe Cofimé is an Accounting company. Established in 1963, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Cabinet Despagne is an Accounting company. They are headquartered in Paris, France and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Headquartered in Joondalup, Australia, Luxa Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Day2Day Business Accounting and Bookkeeping Services, is in Mullaloo, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed250 - 999London, England
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Azets is an Accounting company based in London, England and Stockholm, Sweden. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Corona, CA
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Small Accounting company Bayless and Associates CPAs, Inc., is headquartered in Corona, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Gympie, Australia
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Schuh Group is an Accounting company. The team focuses on Accounting and Business Consulting and is located in Gympie, Australia.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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JDG Accountants is an Accounting company established in 2015. The team offers Accounting and is based in Adelaide, Australia.
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UndisclosedUndisclosed10 - 49Wayville, Australia
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Letcher Moroney Chartered Accountants is an Accounting company launched in 1975. The team specializes in Accounting and HR Consulting and is headquartered in Wayville, Australia.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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DeskJockeys is an Accounting company. They are in Stockholm, Sweden, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Ekonomitjänst Sthlm AB is an Accounting company located in Stockholm, Sweden. They focus on Accounting and Business Consulting and were launched in 2011.
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UndisclosedUndisclosedFreelancerMorningside, Australia
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Small Accounting company Harriss Chartered Accountants, is located in Morningside, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Ågerup Revision AB, a small Accounting company, is based in. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Mima Consulting is a small Accounting company. Launched in 2017, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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SYNOPIA is an Accounting company in Milano, Italy. They provide Accounting and Business Consulting and were launched in 2013.
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UndisclosedUndisclosed2 - 9San Bernardino, CA
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Patricia M. Caskey, CPA, an Accounting company, was launched in 2003. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Sposato Studio, a small Accounting company, is in Milano, Italy. The team offers 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.