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 - 9Warszawa, Poland
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DEKRET Accounting Office is an Accounting company. They are in Warszawa, Poland and have small team. Their team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Marwika Accounting Office is an Accounting company. Launched in 2004, the agency is in Warszawa, Poland. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Syracuse, NY
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In Syracuse, New York, Pur Energy LLC is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Szczecin, Poland
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Small Accounting company VIKA Accounting Office, is located in Szczecin, Poland. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Springfield, IL
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Kopec, White & Spooner is a small Accounting and Business Consulting company located in Springfield, Illinois. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Mercury Taxes is a small Toronto, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Barrie, Canada
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Rose Tax & Accounting Service is an Accounting company. In Barrie, Canada, the agency was launched in 1994. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49London, Canada
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Established in 1974, ADMI Business Services Limited is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Launched in 2003, Apercen Partners LLC is an Accounting company. Headquartered in Oconomowoc, Wisconsin, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Cameron Park, CA
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Established in 1998, Weston and Tuttle is an Accounting company. The agency offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Danville, CA
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Regalia & Associates CPAs, an Accounting company, was launched in 1990. They offers Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Based in Newport Beach, California, Almendarez & Molina, LLP is an Accounting company. Founded in 2016, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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F.I.C. Is a small Accounting company headquartered in Saint Paul, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Clarkston, MI
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ATD Solutions is an Accounting company founded in 1999. The small team focuses on Accounting.
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UndisclosedUndisclosedFreelancerZürich, Switzerland
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Launched in 2018, JM Mettraux Conseil is an Accounting company. The team offers Accounting and is in Zürich, Switzerland.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Pulliam & Cable, PC is an Accounting company. In Dallas, Texas, the company was established in 1998. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Campinas, Brazil
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Accounting company Seu Escritorio Contabil was launched in 1959. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Zürich, Switzerland
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PRÜFAG is an Accounting company. Their small team is in Zürich, Switzerland. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Gm Contabilidade is an Accounting company. The team specializes in Accounting, and the firm is located in Campinas, Brazil.
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UndisclosedUndisclosed10 - 49Köniz, Switzerland
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Figas is an Accounting company. Founded in 1952, the company is headquartered in Köniz, Switzerland. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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CHIARELLI CONTABILIDADE SS LTDA is an Accounting company. Established in 2018, the agency is headquartered in Campinas, Brazil. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Zürich, Switzerland
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KBT Treuhand AG is an Accounting company. They are located in Zürich, Switzerland and Sarnen, Switzerland and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Campinas, Brazil
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Alpha Contábil, an Accounting company, was founded in 1991. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Established in 2014, MendesLima Contabilidade is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed250 - 999Zürich, Switzerland
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OBT AG is an Accounting company launched in 1933. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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In Campinas, Brazil, Silva Abreu Contábil is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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PJS Assessoria & Contabilidade is an Accounting company. Their small team is located in Campinas, Brazil. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Baar, Switzerland
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A&O Kreston AG, an Accounting company, is located in Baar, Switzerland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Accounting company Escritório de Contabilidade em Campinas - Grupo Mary is based in Campinas, Brazil. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Simplifiquei Assessoria Empresarial e Pessoal is an Accounting company. The team focuses on Accounting, and the agency is in Campinas, Brazil.
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UndisclosedUndisclosed2 - 9Gdynia, Poland
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Euro Consulting is an Accounting company. Their small team is located in Gdynia, Poland. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
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WealthProCPA is a small Accounting company headquartered in Mississauga, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Campinas, Brazil
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FB Contábil is an Accounting company. The team is based in Campinas, Brazil, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Kitchener, Canada
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Irvin Accounting and Tax Services is an Accounting company. Their small team is located in Kitchener, Canada and Mississauga, Canada. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Tax Angels Group Limited is an Accounting company. The agency is in Kraków, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Accounting company Gobbi Contábil focuses on Accounting and Business Consulting. They are headquartered in Campinas , Brazil.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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SPOT CONTABIL is an Accounting company. Their team is headquartered in São Paulo, Brazil and provides Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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AMJ Assessoria Contábil is a Campinas , Brazil-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Capital Prime Assessoria Contábil is an Accounting company. They were established in 2009 and focus on Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Accounting company Planecon Contabilidade is headquartered in Campinas , Brazil. They specialize in Accounting and were launched in 2015.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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Double J's Tax is an Accounting company. Their small team is based in Hamilton, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Rema Assessoria Contábil is an Accounting company established in 2018. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Peterborough, Canada
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Launched in 2010, Babcock Income Tax is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tecumseh, Canada
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Located in Tecumseh, Canada, 7th Wave Financial Solutions Ltd. Is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Founded in 2017, Rtacont Assessoria Contábil is a small Accounting company located in Campinas , Brazil. Their team specializes in Accounting.
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UndisclosedUndisclosed1,000 - 9,999Ängelholm, , Sweden
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LRF Konsult is an Accounting company. They were established in 1918 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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SCIRE CONTÁBIL is an Accounting company established in 2017. The team offers Accounting and is located in Campinas, Brazil.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Established in 1996, Biuro rachunkowe WIOL is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Novum Ekonomi AB is an Accounting company based in Stockholm, Sweden. Founded in 2003, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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LogCont Consultoria Contábil Ltda is an Accounting company. Headquartered in Campinas , Brazil, the agency provides Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 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 -
$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 -
$1,000+< $25 / hr250 - 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+< $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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.6/40.016.6/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% 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 - 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 -
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 -
$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.