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 - 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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UndisclosedUndisclosed2 - 9Västerås, Sweden
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Founded in 2014, Klara Siffror AB is a small Accounting company based in Västerås, Sweden. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Thornton, CO
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Trusted Accounting and Tax Services, P.C. Is a small Accounting company based in Thornton, Colorado. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Helsingborg, Sweden
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Founded in 2004, Ekonomikontoret Redovisning AB is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Örebro, Sweden
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MiaK Redovisning AB, a small Accounting company, is headquartered in Örebro, Sweden. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Brentwood, MO
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Orent Financial Services is an Accounting company. Their team is located in Brentwood, Missouri. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Varberg, Sweden
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Tre Händer AB is an Accounting company. Their small team is based in Varberg, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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CJN&W CPAs, an Accounting company, was established in 1976. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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NumberTrak Accounting, is an Accounting company. They were established in 2017, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Helsingborg, Sweden
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Strands Revisor AB is an Accounting company. Their small team is located in Helsingborg, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Located in St. Louis, Missouri, Julia Demkovitch CPA is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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In St. Louis, Missouri, Bratkowski C.P.A. Is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49San Marino, CA
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Leung Accountancy Corporation is an Accounting company. Their small team of employees is headquartered in San Marino, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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In St. Louis, Missouri, Donovan, Roseman & Renfro is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Launched in 2007, KRUEGER CANZONIERI HERZOG, LLP is an Accounting company. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duluth, MN
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Evergreen Accounting is an Accounting company based in Duluth, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Duluth, MN
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Serenity Tax & Bookkeeping Services LLC is an Accounting company. The Duluth, Minnesota-based firm focuses on Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Duluth, MN
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Based in Duluth, Minnesota, Habert Accounting LLC is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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PMRH Consultores Associados is an Accounting company located in Campinas, Brazil. Founded in 1998, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Lincoln, England
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Astar is an Accounting company. They offer Accounting and were founded in 2011. The firm is located in Lincoln, England.
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UndisclosedUndisclosed2 - 9Lincoln, England
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Smart Cloud Accountants Ltd, an Accounting company, was founded in 2017. The team offers Accounting and Business Consulting and is located in Lincoln, England.
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UndisclosedUndisclosed2 - 9Gainsborough , England
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ABC Accounting Services is a small Accounting company located in Gainsborough , England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Branston, England
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Mcewen Financial Limited, a small Accounting company, is headquartered in Branston, England. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lincoln, England
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Headquartered in Lincoln, England, Harrison Seymour LLP is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lincoln, England
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SAUL FAIRHOLM LIMITED is a small Accounting company located in Lincoln, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Spalding, England
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Moore Thompson is a Spalding, England-based Accounting company. They focus on Accounting and Business Consulting and were established in 1988.
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UndisclosedUndisclosed2 - 9Enterprise Way, England
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James & Co Accountants is a small Enterprise Way, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, England
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Thornalley Accountancy Ltd is a small Lincoln, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Louth, England
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Small Accounting company Chart Accountants Ltd, is based in Louth, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Louth, England
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Clark Hearsey is an Accounting company. Their small team is based in Louth, England. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Campinas, Brazil
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OSP Contabilidade is an Accounting company. Located in Campinas, Brazil, their team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Lincoln, England
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Fawcett & Co is an Accounting company. Founded in 1972, the team specializes in Accounting. The firm is based in Lincoln, England.
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UndisclosedUndisclosed2 - 9Lincoln , England
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Templar Accounting & Business Support Services is a small Accounting company headquartered in Lincoln , England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, England
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Philomena’s Accountants and Tax Consultants Ltd is an Accounting company. They are based in Lincoln, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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Business Consulting and Accounting company GCI - CONSULTORES provides Business Consulting and Accounting. They were established in 2010.
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UndisclosedUndisclosed2 - 9Grantham, England
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Jackson JMR Ltd is an Accounting company. Their small team is headquartered in Grantham, England. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saxilby, England
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Headquartered in Saxilby, England, Spence Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, England
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Queensgate Management is an Accounting company. Based in Lincoln, England, the agency was launched in 2009. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Lincoln, England
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Wright Vigar Ltd, an Accounting company, is located in Lincoln, England. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tattershall, England
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MyCloud-Accounts is a small Accounting company located in Tattershall, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Skegness , England
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Small Accounting company WatsonCo Chartered Accountants, is located in Skegness , England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, England
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Small Accounting company Atkinson Saul Fairholm Limited, is located in Lincoln, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Boston, England
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Duncan & Toplis, an Accounting company, is in Boston, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lincoln, England
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Nicholsons Chartered Accountants, an Accounting company, was established in 1923. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Grimsby , England
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CK Accountancy Services, a small Accounting company, is located in Grimsby , England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, England
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Mumby Heppenstall is a small Accounting company in Lincoln, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Campinas , Brazil
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Soares Serviços Contábeis is a small Accounting company headquartered in Campinas , Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spalding, England
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Walker & Quinn Accounting Ltd, a small Accounting company, is headquartered in Spalding, England. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Peterborough, England
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Cedar House Accounting is a small Peterborough, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, England
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Cracknell and Co is a small Accounting company based in Stamford, England. The team offers Accounting and Business Consulting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
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.