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 - 9Springfield, MO
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Bell CPA, LLC is an Accounting company. Headquartered in Springfield, Missouri, the company was founded in 2015. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Västra Frölunda Switchboard, Sweden
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Revisorsringen Sverige AB is an Accounting company. Founded in 1971, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Small Accounting company Zacchaeus Tax and Accounting, MO, is headquartered in Springfield, Missouri. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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MIAB Bokföring, a small Accounting company, is located in Gothenburg, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Västra Frölunda, Sweden
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JSR Accounting AB is an Accounting company. The Västra Frölunda, Sweden-based company was founded in 2015. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nixa, MO
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Located in Nixa, Missouri, Professional Accounting & Tax Service, Inc. Is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Tax Shark is an Accounting company. Their team is in Roseville, California. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Torslanda, Sweden
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Headquartered in Torslanda, Sweden, Severin Accounting & Auditing AB is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Springfield, MO
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TPC - The Payroll Company is an Accounting company. Their team is in Springfield, Missouri and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Hazell Accounting, LLC is an Accounting company. They are based in Missouri and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hisings Backa, Sweden
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Established in 2001, Alvhems Redovisningstjänst AB is an Accounting company. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Affordable Income Tax & Payroll is a small Springfield, Missouri-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ozark, MO
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Ted Smith, CPA is a small Ozark, Missouri-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Springfield, MO
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DuckettLadd is an Accounting company. The Springfield, Missouri-based agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Kancelaria Podatkowa is an Accounting company established in 1992. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Żerków, Poland
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AGAT Biuro Rachunkowe is an Accounting company. Their team is located in Żerków, Poland and specializes in Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Rotfleisch & Samulovitch Professional Corporation is a Toronto, Canada-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Biuro Podatkowe Sławomir Owadowski is a small Poznań, Poland-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Allan Keon, CPA Professional Corporation is an Accounting company. Established in 2007, the firm offers Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Centrum Usług Księgowych is an Accounting company. Their small team is in Poznań, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Torslanda, Sweden
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Amhult Redovisning AB is a small Accounting company launched in 2014. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Czerniejewo, Poland
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Accounting company BIURO RACHUNKOWE Mirosława Michalska is headquartered in Czerniejewo, Poland. They focus on Accounting and were launched in 2000.
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UndisclosedUndisclosed10 - 49Oakville, Canada
Services provided
Fairtax Grants & Incentives Inc. Is an Oakville, Canada-based Accounting and Commercial Financing company. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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Redovisningsbyrå Göteborg, a small Accounting company, is based in Göteborg, Sweden. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Gothenburg, Sweden
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Midsize Accounting company Bokio, is in Gothenburg, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hagersville, Canada
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Sitter Professional Accounting & Tax Services is an Accounting company. They are headquartered in Hagersville, Canada and have small team. Their team specializes in Accounting and Business
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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Accounting company TB Tax Services was founded in 1981. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Goiânia, Brazil
Services provided
Founded in 1997, Contec Gestão Contábil e Empresarial is an Accounting company. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jönköping, Sweden
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Established in 2013, Yvonne Wahlberg AB is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Based in Goiânia, Brazil, Exímio Contábil is an Accounting company. They focus on Accounting and were established in 1999.
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UndisclosedUndisclosed10 - 49Goiânia, Brazil
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Souza Assessoria Contábil is an Accounting company. The agency is headquartered in Goiânia, Brazil. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Gothenburg, Sweden
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Adact Revisorer & Konsulter is an Accounting company. Established in 1989, the agency is based in Gothenburg, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Located in Goiânia, Brazil, DCA Contabilidade is an Accounting company. They offer Accounting and were established in 1998.
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UndisclosedUndisclosed2 - 9Goiânia , Brazil
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Única Contabilidade is an Accounting company. Their small team is in Goiânia , Brazil. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Revisio is a small Accounting company based in Poznań, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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RAYC Contabilidade is an Accounting company. Their small team is located in Goiânia, Brazil. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Accounting company Aquila Beyond Accounting is headquartered in Goiânia, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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CPE Redovisning is an Accounting company. The team offers Accounting and is in Gothenburg, Sweden.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Located in Goiânia, Brazil, OC Contabilidade is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Located in Goiânia, Brazil, Progresso Contabilidade e Auditoria is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Launched in 2012, Simplific Contabilidade, a small Accounting company, is in Goiânia, Brazil. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Founded in 1972, Exatidão Contabilidade is an Accounting company. The team provides Accounting and Business Consulting and is based in Goiânia, Brazil.
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UndisclosedUndisclosed2 - 9Linghed, , Sweden
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Dalkulla Ekonomi is a Linghed, , Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Based in Beverly Hills, California, Simantob & Associates, Inc. Is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Goiânia, Brazil
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Marbo Contábil is an Accounting company founded in 1978. The team provides Accounting and Business Consulting and is based in Goiânia, Brazil.
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UndisclosedUndisclosed2 - 9Kostrzyn, Poland
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Barbara Różewska ACCOUNTING OFFICE is a small Kostrzyn, Poland-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Small Accounting company Asmj Contabilidade, is in Goiânia, Brazil. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Athos Contabilidade is an Accounting company. They are located in Goiânia, Brazil and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mora,, Sweden
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Mora Orsa Ekonomikonsult & Revision AB, a small Accounting company, is based in Mora,, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Adcont Contabilidade is an Accounting company. They were founded in 1992 and provide Accounting and Business Consulting.
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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.