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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UndisclosedUndisclosed250 - 999St. Louis, MO
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Sandberg Phoenix & von Gontard, an Accounting company, provides Accounting. The firm is located in St. Louis, Missouri.
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UndisclosedUndisclosed50 - 249Göteborg, Sweden
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Accounting company MOORE Sweden is based in Göteborg, Sweden. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Small Accounting company Zanchi & Associati, is in Milano, Italy. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Göteborg, Sweden
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Älvstaden Redovisning AB is a small Accounting company headquartered in Göteborg, Sweden. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Studio Ghitti & Associati is a Business Consulting company. Their small team is headquartered in Milano, Italy. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Redlands, CA
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Ace Tax is an Accounting company. Founded in 2006, the firm is in Redlands, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Small Accounting company Studio Paci, is located in Milano, Italy. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mölndal, Sweden
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Avastar is an Accounting company. They are located in Mölndal, Sweden and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed50 - 249St. Louis, MO
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SFW Partners is an Accounting company launched in 1967. The midsize team offers Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Accounting company Jean Rhee, CPA focuses on Accounting. They are based in Pasadena, California.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Tax Services is an Accounting company. Established in 1956, their team offers Accounting.
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UndisclosedUndisclosedFreelancerWebster Groves, MO
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Accounting company William Alverson CPA was launched in 2011. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Moe Dakhil CPA is an Accounting company. The Pasadena, California-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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A & P ACCOUNTANCY CORPORATION is an Accounting company. The Los Angeles, California-based company was established in 2017. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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KENNELLY & ASSOCIATES is a small Accounting company founded in 1985. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Fiskus AB is a Warszawa, Poland-based Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Gorzów Wielkopolski, Poland
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Small Accounting company Consul Law Firm Polska-Poland, is headquartered in Gorzów Wielkopolski, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Small Accounting and Corporate Photography company Spy Tech Investigations, is located in Tampa, Florida. Their services include Accounting and Corporate Photography.
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UndisclosedUndisclosed2 - 9South Pasadena, CA
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Goss & Company, An Accountancy Corporation is an Accounting company. Founded in 1991, the team provides Accounting.
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UndisclosedUndisclosedFreelancerWarszawa, Poland
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Ewa Fulara Accounting is a small Warszawa, Poland-based Accounting company. The team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Founded in 2017, Tax Resource Group is a small Pasadena, California-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Gallant Accountants & Advisors, an Accounting company, is based in Miami, Florida. Founded in 2016, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
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J A Rodriguez CPA, LLC is a small Accounting company founded in 1986. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Brumm & Associates, Inc. Is a small Pasadena, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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CTG Finance Accounting and Taxes is an Accounting company. The small Warszawa, Poland-based team focuses on Accounting. The agency was established in 1992.
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UndisclosedUndisclosed2 - 9Miami, FL
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Small Accounting company Valdes Accounting & Taxes Inc, is located in Miami, Florida. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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In St. Louis, Missouri, Scheitlin & Company, is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pasadena, CA
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Established in 1980, KOBAYASHI & COMPANY is an Accounting company. The agency provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Hensiek & Caron Cpa's is an Accounting company. Founded in 1997, the team provides Accounting. The agency is headquartered in Pasadena, California.
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UndisclosedUndisclosed2 - 9
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VMS Chartered Professional Accountant (VMSCPA), an Accounting company, is in Mount Brydges, Canada. They provide Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Headquartered in St. Louis, Missouri, Reliance Financial Services is an Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Jasmine Consulting is an Accounting company. Their small team is based in Ottawa, Canada. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Warszawa, Poland
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ASB Poland Sp. Z o.o. Is an Accounting company. Based in Warszawa, Poland, their team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Specialty Taxes is an Accounting company. They focus on Accounting and Business Consulting and are in Pasadena, California.
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UndisclosedUndisclosed2 - 9Örebro, Sweden
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Established in 1938, RTB Revision AB, a small Accounting company, is based in Örebro, Sweden. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Örebro, Sweden
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LR Auditing & Accounting is an Accounting company. Their small team is in Örebro, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Farrukh Ahmed, CPA is an Accounting company. The Mississauga, Canada-based agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Guardian Inc., an Accounting company, is based in Pasadena, California. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Bogotá, Colombia
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Gente Oportuna is a midsize Bogotá, Colombia-based Staffing company. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Örebro, Sweden
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Located in Örebro, Sweden, Nagada Consulting is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Oakville, Canada
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Accounting company Bazar McBean LLP specializes in Accounting. They are located in Oakville, Canada.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Caraker, John C. Is an Accounting company. They are headquartered in St. Louis, Missouri, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Göteborg, Sweden
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Nova Redovisning is an Accounting company. They are in Göteborg, Sweden and have small team. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49St. Louis, MO
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Accounting company Uthoff, Graeber, Bobinette & Blanke was established in 1978. The team offers Accounting and is in St. Louis, Missouri.
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UndisclosedUndisclosed2 - 9San Marino, CA
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Launched in 2008, Winsome CPA, Inc. Is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Webster Groves, MO
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Accounting company CFO to Grow was established in 2012. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is based in Webster Groves, Missouri.
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UndisclosedUndisclosed50 - 249Nottingham, England
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Blusource is a Recruiting company. Headquartered in Nottingham, England, their midsize team offers Recruiting and Accounting. The company was founded in 2008.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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CHb Advisors is an Accounting company. Located in St. Louis, Missouri, the firm focuses on Accounting.
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UndisclosedUndisclosed10 - 49Västerås, Sweden
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UCS One Economy is an Accounting company. Their team is headquartered in Västerås, Sweden and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Västerås, Sweden
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Headquartered in Västerås, Sweden, Fyrklövern is an Accounting company. Founded in 2007, the team offers Accounting.
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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.