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 - 9Widnes, England
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Virtus Accounting Limited is an Accounting company. They are headquartered in Widnes, England. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Västerås, Sweden
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JL Economy is an Accounting company. Established in 2001, the firm is in Västerås, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warrington, England
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Small Accounting company DMT, Chartered Accountants, is based in Warrington, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Northwich, England
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Buxton Partnership Accounting is a small Accounting company headquartered in Northwich, England. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poynton, England
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Nolan James Limited is an Accounting company. They are headquartered in Poynton, England and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Altrincham, England
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MBL (Business & Tax Advisers) Ltd is an Accounting company. They are in Altrincham, England and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Knutsford, England
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Hadfield & Co is an Accounting company. They are headquartered in Knutsford, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sandbach, England
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John Greenall & Co is a small Accounting company in Sandbach, England. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warrington, England
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John Goulding & Co CPAs is an Accounting company. Their small team is located in Warrington, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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HPS Contabilidade is a Campinas , Brazil-based Accounting company. They specialize in Accounting and Business Consulting and were established in 2008.
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UndisclosedUndisclosed2 - 9Sandviken, Sweden
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Sanrev is a small Sandviken, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Altrincham, England
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Small Accounting company BrierleyHolt Accountants, is based in Altrincham, England. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London, Canada
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Located in London, Canada, MacNeill Edmundson Professional Corporation is an Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Fator Contabyl Contabilidade e Administração, an Accounting company, was established in 2018. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Bilans Accounting and Consulting Company is an Accounting and Business Consulting company. Launched in 1993, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
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Accubiz Business Solution is an Accounting company. They are in Richmond Hill, Canada and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Contec Accounting Organization is an Accounting and Business Consulting company located in Campinas , Brazil. Established in 1969, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Accounting and Business Consulting company Unicon Consultoria was launched in 2003. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Headquartered in Glendale, California, Jacob K. Farsakh MBA, CPA & Company is an Accounting company. Established in 2018, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Syracuse, NY
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Fust Charles Chambers LLP is a midsize Syracuse, New York-based Accounting company. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Launched in 2012, Arena Group is an Accounting company. Their team provides Accounting and IT managed services.
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UndisclosedUndisclosed250 - 999Warszawa, Poland
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InterGest Polska is an Accounting company. The Warszawa, Poland-based firm was established in 1972. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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O'Connor Financial Services is a small Accounting and Business Consulting company located in Syracuse, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Kraków, Poland
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WLFinanse Sp. Z o.o is an Accounting company founded in 2002. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Holl Bookkeeping & Tax Services is an Accounting company launched in 2010. The team focuses on Accounting and is in Syracuse, New York.
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UndisclosedUndisclosed2 - 9Glendale, CA
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EGAN CPAS LP is an Accounting company. Their team is headquartered in Glendale, California and provides Accounting.
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UndisclosedUndisclosed2 - 9Newton, MA
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One8Solutions, an Accounting company, is located in Newton, Massachusetts. Founded in 2001, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Boston, MA
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Numeric Advantage LLC is an Accounting company. Their small team is headquartered in Boston, Massachusetts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boston, MA
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Accounting company Vilms Consulting LLC was founded in 2008. The company offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Boston, MA
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Juna Financial Solutions is a small Accounting company based in Boston, Massachusetts. Their services include Accounting.
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UndisclosedUndisclosedFreelancer
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Kristi Duncan, CPA, an Accounting company, is located in Boston, Massachusetts. Founded in 2019, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Boston, MA
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Cloud9 Advisory, Inc. Is an Accounting and Business Consulting company. They specialize in Accounting and Business Consulting and were founded in 2018. The company is in Boston, Massachusetts.
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UndisclosedUndisclosedFreelancer
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Kristina E. Morin, CPA, LLC is an Accounting company. Established in 2009, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Mackey Business Solutions, LLC, a small Accounting company, is located in Los Angeles, California. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancer
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Tai Financial Consulting is an Accounting company. Their small team is headquartered in Los Angeles, California. Their team provides Accounting.
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UndisclosedUndisclosedFreelancer
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Accounting company OneBook Solutions was launched in 2017. Headquartered in Los Angeles, California, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Parkville, MO
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Rosnet is an Accounting and IT managed services company. Headquartered in Parkville, Missouri, their midsize team specializes in Accounting and IT managed services. The agency was launched in 1998.
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UndisclosedUndisclosed2 - 9Lince, Peru
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Herrera Manrique & Asociados is a small Accounting company headquartered in Lince, Peru. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miraflores, Peru
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Based in Miraflores, Peru, Milian Contabilidad & Auditoría Inteligente is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Accounting company Drysen ICS SA focuses on Accounting. They are headquartered in.
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UndisclosedUndisclosed2 - 9Pueblo Libre, Peru
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Founded in 2014, Asesores Contables Alva & Alva is an Accounting company. Based in Pueblo Libre, Peru, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Comas, Peru
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Estudio Contable Caruajulca is a Business Consulting company. Established in 2014, the company is located in Comas, Peru. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Genève, Switzerland
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Located in Genève, Switzerland and Lausanne, Switzerland, berney associés is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Launched in 1992, GRUPO THEOS is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Katowice, Poland
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Launched in 2005, Warido is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Zugerberg treuhand is an Accounting company. They are in and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Accounting company V Quatro Contabilidade was founded in 2012. In Campinas, Brazil, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Wilmette, IL
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Small Accounting company Consulting & Management Services LLC, is in Wilmette, Illinois. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Zürich, Switzerland
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Headquartered in Zürich, Switzerland, Rawlinson & Hunter is an Accounting company. They focus on Accounting and were launched in 1933.
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UndisclosedUndisclosed10 - 49Campinas, Brazil
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WG Contabilidade is an Accounting company. Their team is in Campinas, Brazil and specializes in 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.