Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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RGB Accounting is an Accounting company in Toronto, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bethesda, MD
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Goldin Group LLC is an Accounting company. The Bethesda, Maryland-based firm focuses on Accounting.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Accounting company SM Joshi Chartered Accountants was launched in 1993. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is in Dubai, United Arab Emirates.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Small Accounting company Alu Contadores Publicos, is located in Ciudad de México, Mexico. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Tallahassee, FL
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Northside Tax Service is an Accounting company. They focus on Accounting and were founded in 1992. The firm is based in Tallahassee, Florida.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Capstone LLP, a small Accounting company, is headquartered in Toronto, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Highland Charter Township, MI
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Business Consulting and Accounting company Michigan Pure Tax Resolution is headquartered in Highland Charter Township, Michigan. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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CFO Rick Inc. Is a small San Francisco, California-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249دبي, United Arab Emirates
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Midsize public relations company Decision Management Consultants, is in دبي, United Arab Emirates. The team provides Public Relations and Market Research.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Rosario Accounting Firm, a small Accounting company, is headquartered in Baltimore, Maryland and Baltimore, Maryland. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Accounting company Dahlberg Bookkeeping was founded in 2013. The agency provides Accounting, and is small.
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$1,000+$25 - $49 / hr10 - 49Lagos, Nigeria
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Ascentech Services Limited is a Corporate Training & Coaching company. They focus on Corporate Training & Coaching and Accounting and were founded in 2013. The agency is located in Lagos, Nigeria.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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VN Accounting Solutions is a small Brampton, Canada-based Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr2 - 9Washington, DC
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AMB Small Business Accounting Services Inc is an Accounting company. Established in 2001, the company is located in Washington, District of Columbia. Their team offers Accounting.
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$1,000+Undisclosed10 - 49Washington, DC
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Accounting company RY CPAs was founded in 2016. The company offers Accounting.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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Established in 2010, JLC AUDITORS & ADVISORS S.A.S. Is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Profits Plus Accountants is an Accounting company. The team focuses on Accounting and is headquartered in Dubai, United Arab Emirates.
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UndisclosedUndisclosed2 - 9Burlington, Canada
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Back Office Stars is an Accounting company. The Burlington, Canada-based company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Asrani CPA, Professional Corporation is a small Mississauga, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rochelle Park, NJ
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BergerCPAFirst is a small Accounting company. Launched in 1989, the team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9București, Romania
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Small Accounting company Ada's Consult, is located in București, Romania. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Wynnewood, PA
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SKB Accounting is an Accounting company. They offer Accounting and were launched in 2003.
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$1,000+$25 - $49 / hr2 - 9Market Deeping, England
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Accounting company Direct Peak was launched in 2016. The agency provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Paris, France
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Berdugo Metoudi is an Accounting company. The team focuses on Accounting, and the company is headquartered in Paris, France and Tours, France.
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Undisclosed$100 - $149 / hr2 - 9
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Accounting company SB Tax & Accounting Services was launched in 2001. The team focuses on Accounting and is based in Windsor, Canada and Windsor, Canada.
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UndisclosedUndisclosed10 - 49Edmond, OK
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Based in Edmond, Oklahoma, Cocheran and Associates is an Accounting company. Founded in 2018, the team offers Accounting and Advertising.
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UndisclosedUndisclosed50 - 249Lugano, Switzerland
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Accounting company Diacron Group Switzerland was founded in 1995. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Chester, England
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Shaw Austin Limited is an Accounting company. They were founded in 1995, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Adepts Chartered Accountants is an Accounting company. They are in Abu Dhabi, United Arab Emirates and Dubai, United Arab Emirates and have small team of experts. Their services include Accounting.
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$10,000+< $25 / hr250 - 999Fort Lauderdale, FL
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IBN FUND BACK OFFICE is a midsize Accounting company established in 2005. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Taylor Moore Law LLC is a small Accounting and Business Consulting company in Springfield, Missouri. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Kollam, India
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JAKS & Associates is an Accounting company. Founded in 1982, the team provides Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Citygate Certified Accountants is an Accounting company founded in 2014. The team specializes in Accounting and is based in London, England.
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$1,000+$25 - $49 / hr10 - 49Hanoi, Vietnam
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Viettonkin Consulting is a Business Consulting company. The Hanoi, Vietnam-based firm was established in 2010. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Clayfield, Australia
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Woodward & Co. Accountants and Advisors is a small Clayfield, Australia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rhiwbina, Wales
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Cross Accounting Service is an Accounting company. Their small team is located in Rhiwbina, Wales and Bridgend, Wales and specializes in Accounting. The firm was founded in 2010.
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UndisclosedUndisclosed10 - 49Blackrock, Ireland
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OSA McQuillan, a small Accounting company, is in Blackrock, Ireland. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Alpha Pro Partners is an Accounting company. Their small team is headquartered in دبي, United Arab Emirates and London, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Delhi, India
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S. C. Bhagat & Co is an Accounting company. Their team is in Delhi, India. The company focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Bengaluru, India
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Balakrishna and Co CA Firm Bangalore, a small Accounting company, is headquartered in Bengaluru, India. Their services include Accounting.
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$25,000+$25 - $49 / hr10 - 49Vancouver, Canada
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Accufile is an Accounting company. Founded in 2010, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Commerce CPA, LLC is an Accounting company. They focus on Accounting and Business Consulting and were founded in 2015.
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UndisclosedUndisclosed2 - 9Málaga, Spain
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LEGAL & TAX HELP is a small Accounting company headquartered in Málaga, Spain. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 22, Ireland
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Aardvark Accountants is an Accounting company. The Dublin 22, Ireland-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Norwalk, CA
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Emil Estafanous, CPA, CFF, CGMA is an Accounting company. Located in Norwalk, California, the agency was launched in 1985. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Diamond Bar, CA
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Harry C. Lin, CPA A Professional Corporation is an Accounting company. They provide Accounting and Business Consulting and are headquartered in Diamond Bar, California.
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UndisclosedUndisclosed10 - 49Jakarta Selatan, Indonesia
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Indoservice is a Business Consulting company. They are headquartered in Jakarta Selatan, Indonesia and have small team of experts. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Anil D’Souza & Associates is an Accounting company. They are in Bengaluru, India and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Kozhikode, India
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Buchprufer Consultants LLP is an Accounting company. They were launched in 2007 and specialize in Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Cedarhurst, NY
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RiverEdge Advisors is a small Accounting company. They offer Accounting and were launched in 2018.
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List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$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 -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other
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.