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 - 9Poznań, Poland
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Biuro Rachunkowe Tax Service is an Accounting company. They are headquartered in Poznań, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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Launched in 2016, Woods Huston, a small Accounting company, is in Paris, France. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Batliboi & Purohit, Chartered Accountants is an Accounting company. The firm is located in Mumbai, India. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Golden Beach, FL
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Founded in 2016, Miami Accounting & Tax Services is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Angelo J. Di Fusco CPA ACC is an Accounting company. They were founded in 1991, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Plewiska, Poland
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Adgam Sp. Z o. O. Is an Accounting company. Their small team is headquartered in Plewiska, Poland and focuses on Accounting. The agency was founded in 2016.
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UndisclosedUndisclosed2 - 9
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Digibalance France is a small Paris, France-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manaus , Brazil
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JCG ACCOUNTING is a small Manaus , Brazil-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manaus, Brazil
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Launched in 2015, JM Assessoria Contabil is an Accounting company. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami Beach, FL
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Small Accounting company Miami Beach CPA, is headquartered in Miami Beach, Florida. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Prakash Jhunjhunwala & Co LLP is a midsize Mumbai, India-based Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manaus, Brazil
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Accounting company Alpha & Ômega Contabilidade was launched in 2008. The team provides Accounting and Business Consulting and is located in Manaus, Brazil.
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UndisclosedUndisclosed2 - 9
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DUPREE AND ASSOCIATES LLC, a small Accounting company, is in. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manaus, Brazil
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Accounting company MACRONORTE CONTABILIDADE is based in Manaus, Brazil. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami Beach, FL
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Say Bookkeeping, an Accounting company, was launched in 2017. The company focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Accounting company R M Ajgaonkar and Associates was established in 1997. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Sattler & Associates LLP is an Accounting company established in 1989. The team offers Accounting and is in Beverly Hills, California.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Based in Poznań, Poland, Biuro rachunkowe-JP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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In Beverly Hills, California, PrinceMorrison LLP is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Accounting company Biuro Rachunkowe Ingenium Sp. Z o.o. Specializes in Accounting. They are in Poznań, Poland.
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UndisclosedUndisclosed250 - 999Mumbai, India
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Nangia & Co LLP is an Accounting company. They were launched in 1984, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami Beach, FL
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Accounting company Complete Employer focuses on Accounting and PEO/Employee Leasing. They were launched in 2016.
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UndisclosedUndisclosed2 - 9Gruszczyn, Poland
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PATERS Biuro rachunkowe is an Accounting company. Their small team is in Gruszczyn, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Bruce H. Field, CPA is a Beverly Hills, California-based Accounting company. Founded in 1989, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Rydzyna, Poland
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JCLASSIC Solidny Partner is a Rydzyna, Poland-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed250 - 999Mumbai, India
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K. S. Aiyar & Co. Is an Accounting company. Their midsize team is headquartered in Mumbai, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Accounting company Branman, Teplin and Heshejin - An Accountancy Corporation was founded in 1950. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Dbkb Kancelaria Rachunkowa is an Accounting company. Their small team is based in Poznań, Poland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Kolkata, India
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SPAN & Associates is an Accounting company located in Kolkata, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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PG Partner Gospodarczy LLC, a small Accounting company, is headquartered in. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Miami Beach, FL
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Attracting Solutions is an IT managed services company. Headquartered in Miami Beach, Florida, the company was launched in 2010. Their services include IT managed services and Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Accounting and Business Consulting company R. K. Kankaria & Co. Was established in 1983. The team offers Accounting and Business Consulting and is based in Kolkata, India.
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UndisclosedUndisclosed50 - 249Kolkata, India
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Established in 1968, S. K. Agrawal & Co is an Accounting company. The company provides Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Goiânia, Brazil
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Bessa Contabilidade is an Accounting company established in 1985. Their team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Kolkata, India
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ASEN & Co. Is a small Kolkata, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Miami Beach, FL
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Accounting company Healthy Financials is based in North Miami Beach, Florida. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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KBL Accounting is an Accounting company. Founded in 2007, the firm is based in Goiânia, Brazil. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Goiânia, Brazil
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Agrocontar is an Accounting company. The team is based in Goiânia, Brazil, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Contal, an Accounting company, was launched in 1971. They focuses on Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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In Goiânia, Brazil, Auditec is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Goiânia, Brazil
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Rema Organização Contábil is an Accounting company based in Goiânia, Brazil. Launched in 1972, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Accounting company Fortiori Contabilidade is in Goiânia, Brazil. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Controlar Brasil Assessoria Contábil is an Accounting company. Their small team is located in Goiânia, Brazil. Their team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49GOTHENBURG, Sweden
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Established in 2006, Lundin Revisionsbyrå is a small Accounting company based in GOTHENBURG, Sweden. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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CAPS & ASSOCIATES is an Accounting company. Their small team is headquartered in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Askim, Sweden
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LET Redovisning is an Accounting company headquartered in Askim, Sweden. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Kolkata, India
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B. S. Kedia & Co. Is an Accounting company. Launched in 1986, the firm is located in Kolkata, India. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Hurtigs Revisionsbyrå AB is an Accounting company founded in 1969. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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ACE Accounting Agency is a small Accounting company established in 2003. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rawalpindi, Pakistan
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Small Accounting company KK Consultant, is in Rawalpindi, Pakistan. The team 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.