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 - 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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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Fidelis Accounting Sp. Z o.o. Is an Accounting company. Their small team is based in Warszawa, Poland and focuses on Accounting and Business Consulting. The company was established in 2010.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Quantum Juricomptable is a small Accounting company based in Québec, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Established in 2009, Comptable Poland is an Accounting and Business Consulting company. Headquartered in Warszawa, Poland, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Gilles Gascon CPA is an Accounting company. Their small team is located in Montréal, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Houle & Associates Chartered Professional Accountants is an Accounting company located in Ottawa, Canada. Established in 2011, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Accounting company SHIGEO ITO An Accountancy Corporation is located in Pasadena, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kitchener, Canada
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Small Accounting company UF Tax and Accounting, is in Kitchener, Canada. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Arcade Accounting is an Accounting company. They are in Montréal, Canada and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Kapef Sp. Z o.o. Is an Accounting company. They are based in Warszawa, Poland and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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Timan & Associates is an Accounting company. Founded in 1998, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Baldwin, GA
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Located in Baldwin, Georgia, Payco Payroll Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Headquartered in Warszawa, Poland, Moja Firma is a midsize Accounting company. Their services include Accounting and Pay Per Click.
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UndisclosedUndisclosed2 - 9Montreal, Canada
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Moras CPA is an Accounting company. The firm is based in Montreal, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Jorge I. Bin, CPA, MST was founded in 2006. In Glendale, California, the team provides Accounting.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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In Warszawa, Poland, SSW Pragmatic Solutions is a Corporate Law company. The team specializes in Corporate Law and Bankruptcy Law.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Donna Uzunow, CPA, an Accounting company, was launched in 2003. The team focuses on Accounting and Business Consulting and is in Glendale, California.
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UndisclosedUndisclosed2 - 9Sierra Madre, CA
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Accurate Financial Services Inc. Is a Sierra Madre, California-based Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Acworth, GA
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Small Business R Us 2 is an Accounting company. Their small team is headquartered in Acworth, Georgia. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249Roswell, GA
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Accounting and HR Consulting company Apex HCM was launched in 2008. The team focuses on Accounting and HR Consulting and is in Roswell, Georgia.
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UndisclosedUndisclosed2 - 9Yuba City, CA
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Accounting company Ivy's Tax Service and CPA Firm focuses on Accounting and Business Consulting. They were founded in 2005.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Polandia Sp. Z o.o., a small Accounting company, is in Warszawa, Poland. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Vaive and Associates Professional Corporation is an Accounting company. Based in Ottawa, Canada, their small team focuses on Accounting. The agency was launched in 2003.
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UndisclosedUndisclosed50 - 249Ottawa, Canada
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In Ottawa, Canada, Hendry Warren LLP is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9East Orange, NJ
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Clinton Robinson Professional is an Accounting company. They are headquartered in East Orange, New Jersey and have small team. They provide Accounting.
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UndisclosedUndisclosed2 - 9
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Magnus Franklin Consulting, LLC, a small Accounting company, is located in Philadelphia, Pennsylvania. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Jones Taxes & Financial Services, LLC, is headquartered in Philadelphia, Pennsylvania. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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K A Consulting. LLC is a small Accounting company located in Gloucester, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Woodbury, NJ
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KMWCPA, LLC is a small Woodbury, New Jersey-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancer
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Launched in 2009, Breathe LLC is an Accounting company. Headquartered in Philadelphia, , Pennsylvania, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Allentown, PA
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Lester Bahr CPA, LLC is a small Allentown, Pennsylvania-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Chester, PA
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Accounting company TurboQB, LLC was launched in 2010. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9
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In Philadelphia, Pennsylvania, Ecclesiastes Business Enterprise, LLC is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Thompson Tax LLC is an Accounting company. They offer Accounting and are headquartered in Philadelphia, Pennsylvania.
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UndisclosedUndisclosed2 - 9Bala Cynwyd, PA
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Paige Consulting Services, LLC is a Bala Cynwyd, Pennsylvania-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9
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Interior Design company Tab Sweden focuses on Interior Design and Accounting. They were founded in 2008.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Jcl Accounting Services is an Accounting company. They specialize in Accounting and were launched in 2003.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Midway Tax Service, a small Accounting company, is in St. Louis, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sleaford, England
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D. Hubbard Accountancy is an Accounting company. Their small team is located in Sleaford, England. Their services include 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.