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 - 9Clearwater, FL
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Founded in 1946, Crown & Company is an Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting and is located in Clearwater, Florida.
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UndisclosedUndisclosed2 - 9Paris, France
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SPFN Paris is a small Accounting company headquartered in Paris, France. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Tax Solutions Plus, an Accounting company, was established in 1997. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Coronado-Fortune & Associates is an Accounting company. The team is located in St. Louis, Missouri, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Yost & Company, PA is a small Clearwater, Florida-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Small Accounting company Louis Haskel CPA, is located in Clearwater, Florida. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Accounting Taxes and More, Inc. Is an Accounting company. They focus on Accounting and were founded in 1998. The firm is based in Clearwater, Florida.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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John T. Hughes, CPA, MPA, CGMA, a small Accounting company, is based in St. Louis, Missouri. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Nottingham , England
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Accounting company Turning Point UK was founded in 2006. Based in Nottingham , England, the team provides Accounting and Advertising.
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UndisclosedUndisclosed10 - 49Keyworth, England
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Accounting company Jolliffe's was established in 2003. The firm offers Accounting, and is small.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Midsize Accounting company MT Chartered Accountants, is based in Warszawa, Poland. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Sappington, MO
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Founded in 2010, Mila Samsonov CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Long Eaton, England
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CJ Accounting is an Accounting company based in Long Eaton, England. They provide Accounting and were launched in 2003.
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UndisclosedUndisclosed10 - 49Bingham, England
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Bostockwhite is an Accounting company. The company is headquartered in Bingham, England. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Bingham, England
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Founded in 2003, Ashmore & McGill is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49St. Louis, MO
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Located in St. Louis, Missouri, K&R Certified Public Accountants is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Paris, France
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Groupe AGK, an Accounting company, is based in Paris, France. Founded in 2010, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Mansfield, Nottingham-Derby Metropolitan Area, England
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A&Z Accounting Services, an Accounting company, is based in Mansfield, Nottingham-Derby Metropolitan Area, England. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Mansfield, Nottingham-Derby Metropolitan Area, England
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Accounting company APC Accountants is located in Mansfield, Nottingham-Derby Metropolitan Area, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ballwin, MO
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Founded in 2007, Enterprise Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49St. Louis, MO
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Kiefer Bonfanti & Co, an Accounting company, was launched in 1954. The team provides Accounting and is headquartered in St. Louis, Missouri.
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UndisclosedUndisclosed2 - 9Creve Coeur, MO
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ANH LE, CPA is an Accounting company. They are based in Creve Coeur, Missouri and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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La Mear & Rapert is an Accounting company. They provide Accounting and were established in 1921.
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UndisclosedUndisclosed10 - 49Artesia, CA
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Established in 1985, SK Enterprises is a small Artesia, California-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Mansfield, Nottingham-Derby Metropolitan Area, England
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Accountancy Solutions is an Accounting company. Founded in 1991, the team provides Accounting. The agency is based in Mansfield, Nottingham-Derby Metropolitan Area, England.
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UndisclosedUndisclosed2 - 9Kirkwood, MO
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Burwitz Sostak and Werner is a small Kirkwood, Missouri-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hucknall, England
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BK Accountants is an Accounting company. They provide Accounting and were founded in 2004.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Accounting company Elite Accounting, Tax & Financial Services was founded in 2012. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Overland, MO
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Muenks Tax Company is an Accounting company founded in 1941. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Ilkeston, Nottingham-Derby Metropolitan Area, England
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Gregory, Priestly & Stewart is an Accounting company. Headquartered in Ilkeston, Nottingham-Derby Metropolitan Area, England, the firm was founded in 1970. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ballwin, MO
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Klemm & Associates is a small Ballwin, Missouri-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Ilkeston, Nottingham-Derby Metropolitan Area , England
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McIntosh Accountants is an Accounting company. The Ilkeston, Nottingham-Derby Metropolitan Area , England-based firm was launched in 1989. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mansfield, Nottingham-Derby Metropolitan Area, England
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Beeley Hawley & Co. Is a Mansfield, Nottingham-Derby Metropolitan Area, England-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Mansfield Woodhouse, England
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Brealey + Newbury Accountants is an Accounting company. The agency is headquartered in Mansfield Woodhouse, England. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Oak Forest, IL
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Fairview Realty Group Ltd is a Commercial Property Management company. Launched in 2005, the company offers Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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First Class CPAs LLP, CPA is an Accounting company. Founded in 2017, the firm is based in Irvine, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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G7 CERTIFIED PUBLIC ACCOUNTANTS, INC. Is an Accounting company established in 2008. The team focuses on Accounting and is based in Irvine, California.
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UndisclosedUndisclosed10 - 49Mansfield, Nottingham-Derby Metropolitan Area, England
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Founded in 1978, J M Bramley Accountants is an Accounting company. The agency provides Accounting, and is small.
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UndisclosedUndisclosedFreelancerSelston, England
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Finances First Lady is an Accounting company. Launched in 2015, their team provides Accounting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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Chaworth Associates, a small Accounting company, is in Nottingham, England. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Merced, CA
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Spinardi & Jones is an Accounting company. They specialize in Accounting and are based in Merced, California.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Grupa ECDP is an Accounting company. They are headquartered in Warszawa, Poland, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mansfield, Nottingham-Derby Metropolitan Area, England
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Seals King & Co. Is an Accounting company. The Mansfield, Nottingham-Derby Metropolitan Area, England-based team provides Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Queen & Company, Accountancy Corp., an Accounting company, is based in Irvine, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Merced, CA
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Accounting company Mark A. Zajac, CPA is in Merced, California. Founded in 1994, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Paris, France
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Accounting company Caderas Martin specializes in Accounting. They were founded in 1978.
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UndisclosedUndisclosed10 - 49Paris, France
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Launched in 1964, Placek & Epelbaum is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Landmark Tax Group | Resolving IRS Back Taxes is an Accounting company. Based in Irvine, California, their small team offers Accounting. The firm was established in 2012.
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UndisclosedUndisclosed50 - 249Katowice, Poland
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KPFK dr Piotr Rojek Sp. Z o.o. Is an Accounting company. The firm is located in Katowice, Poland. Their team provides Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9
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Based in Lima, Peru, Contadeus is an Accounting company. Launched in 2017, the team focuses on Accounting and CRM consulting and SI.
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At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
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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.