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 - 9Dalton, GA
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Maxx Outsourcing is an Accounting and HR Consulting company. The firm is based in Dalton, Georgia. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Finker | your financial team is an Accounting company. They are based in Warszawa, Poland, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gridley, CA
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Taylor Accountancy Corporation is a small Accounting company in Gridley, California. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Poznań, Poland
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SWGK Sp. Z o.o., an Accounting company, was established in 2004. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Madison, WI
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SVA is a midsize Accounting company located in Madison, Wisconsin. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Rockford, IL
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Calvary Bookkeeping is an Accounting company founded in 2008. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Rockford, IL
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Holmertz-Parsons, CPAs, an Accounting company, was established in 1978. They offers Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Located in Paris, France, GVA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Paris, France
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DGA is an Accounting company. They are located in Paris, France and have midsize team. They provide Accounting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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HLB M2 Sp. Z o.o. Tax & Audit Sp.k. Is an Accounting company. Their small team is located in Warszawa, Poland and focuses on Accounting and Business Consulting. The firm was established in 2006.
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UndisclosedUndisclosed2 - 9Józefów, Poland
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J&M Consulting Sp.z o.o. Is an Accounting company. Launched in 1997, their team provides Accounting.
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UndisclosedUndisclosed50 - 249Thornton, CO
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Established in 2000, Tanya Weeks Accounting Inc is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Paris, France
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Fidag, an Accounting company, was founded in 1959. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Prodoceo LLC SKA is a Warszawa, Poland-based Accounting company. The team specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosedFreelancerClearwater, FL
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Established in 1986, Richard J. Seltzer, PA is an Accounting company. The firm provides Accounting, and is small.
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UndisclosedUndisclosedFreelancerClearwater, FL
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Ellen Fontana CPA, LLC is an Accounting company. They are headquartered in Clearwater, Florida and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Accounting company Linda Jenkins CPA PA is in Clearwater, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brooksville, FL
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Small Accounting company Lori A Sowers, CPA, is based in Brooksville, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Sharpline Investigations is an Accounting and HR Consulting company. Established in 2014, the firm focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Rockford, IL
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Accounting company John Morrissey Accountants, Inc. Is based in Rockford, Illinois. Established in 1972, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Barrington, IL
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Accounting company Professional Business Management, Inc. Was founded in 1932. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Loves Park, IL
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In Loves Park, Illinois, Premier Accounting & Tax, Inc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Rockford, IL
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Based in Rockford, Illinois, Savant Capital Management is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Oakbrook Terrace, IL
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Precision Payroll of America, LLC is an Accounting company. The Oakbrook Terrace, Illinois-based team offers Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Middleton, WI
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The Payroll Company - TPC is an Accounting company. Established in 1999, the firm is located in Middleton, Wisconsin. Their team provides Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Envolta Inc. Is an Accounting company. Founded in 2014, their team provides Accounting.
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UndisclosedUndisclosed2 - 9McHenry, IL
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Steph's Bookkeeping Service LLC is an Accounting company. In McHenry, Illinois, their small team specializes in Accounting. The firm was launched in 2017.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Founded in 2012, Al-Mulla CPAs Professional Corporation is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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G. Michael Simpson Professional Corporation, a small Accounting company, is located in Ottawa, Canada. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9St. Charles, IL
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Headquartered in St. Charles, Illinois, Catalyst Career Group is an Accounting company. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9St. Charles, IL
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Compassion Staffing and Business Solutions is an Accounting company established in 2015. Their team specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49St. Catharines, Canada
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Jones & O’Connell LLP is a small Accounting company located in St. Catharines, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Burlington, Canada
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BLR, LLP Chartered Professional Accountants is an Accounting company based in Burlington, Canada. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Mississippi Mills, Canada
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Colby McGeachy Professional Corporation is an Accounting company in Mississippi Mills, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Marysville, OH
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Accounting company Crippen & Associates was established in 2017. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Yuba City, CA
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Founded in 2014, Moratto Accountancy Corporation, a small Accounting company, is in Yuba City, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Yuba City, CA
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Sutter Buttes Business Services is an Accounting company. In Yuba City, California, the firm was launched in 2014. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Grantham, England
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Rob Thompson Financials Ltd, a small Accounting company, is located in Grantham, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manaus, Brazil
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Manauara Contabilidade is an Accounting and Business Consulting company. Their small team is based in Manaus, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manaus, Brazil
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Contábil Padrão Ltda is a Manaus, Brazil-based Accounting company. They specialize in Accounting and Business Consulting and were founded in 1992.
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UndisclosedUndisclosed2 - 9Belo Horizonte, Brazil
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Consulcont is a small Belo Horizonte, Brazil-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manaus , Brazil
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Accounting company F12 Accounting is headquartered in Manaus , Brazil. Founded in 2006, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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Studio Chadicov, a small Business Consulting company, is in Montevideo, Uruguay. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Manaus, Brazil
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B&M Consultores is an Accounting company. They are located in Manaus, Brazil, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Manaus, Brazil
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MGI Controle is a small Accounting company founded in 2003. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manaus, Brazil
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Econtabilis is a small Accounting company headquartered in Manaus, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Manaus Accounting is an Accounting company. Their small team is located in Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sao Paulo , Brazil
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Founded in 2013, Mirante Auditoria e Consultoria, a small Accounting company, is headquartered in Sao Paulo , Brazil. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manaus, Brazil
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RBH Assessoria e Consultoria is a small Accounting company headquartered in Manaus, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montevideo, Uruguay
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Estudio Dauber Ferrari Grasso is a Business Consulting company. They are in Montevideo, Uruguay and have small team. Their team offers Business Consulting and Accounting.
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Get My MatchesWhy Trust Clutch
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- In-depth client interviews and ratings
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- Market presence
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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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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.