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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UndisclosedUndisclosed50 - 249Paris, France
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Berdugo Metoudi is an Accounting company. The team focuses on Accounting, and the company is headquartered in Paris, France and Tours, France.
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Undisclosed$100 - $149 / hr2 - 9
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Accounting company SB Tax & Accounting Services was launched in 2001. The team focuses on Accounting and is based in Windsor, Canada and Windsor, Canada.
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UndisclosedUndisclosed10 - 49Edmond, OK
Services provided
Based in Edmond, Oklahoma, Cocheran and Associates is an Accounting company. Founded in 2018, the team offers Accounting and Advertising.
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UndisclosedUndisclosed50 - 249Lugano, Switzerland
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Accounting company Diacron Group Switzerland was founded in 1995. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Chester, England
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Shaw Austin Limited is an Accounting company. They were founded in 1995, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Adepts Chartered Accountants is an Accounting company. They are in Abu Dhabi, United Arab Emirates and Dubai, United Arab Emirates and have small team of experts. Their services include Accounting.
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$10,000+< $25 / hr250 - 999Fort Lauderdale, FL
Services provided
IBN FUND BACK OFFICE is a midsize Accounting company established in 2005. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Taylor Moore Law LLC is a small Accounting and Business Consulting company in Springfield, Missouri. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Kollam, India
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JAKS & Associates is an Accounting company. Founded in 1982, the team provides Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Citygate Certified Accountants is an Accounting company founded in 2014. The team specializes in Accounting and is based in London, England.
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$1,000+$25 - $49 / hr10 - 49Hanoi, Vietnam
Services provided
Viettonkin Consulting is a Business Consulting company. The Hanoi, Vietnam-based firm was established in 2010. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Clayfield, Australia
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Woodward & Co. Accountants and Advisors is a small Clayfield, Australia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rhiwbina, Wales
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Cross Accounting Service is an Accounting company. Their small team is located in Rhiwbina, Wales and Bridgend, Wales and specializes in Accounting. The firm was founded in 2010.
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UndisclosedUndisclosed10 - 49Blackrock, Ireland
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OSA McQuillan, a small Accounting company, is in Blackrock, Ireland. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Alpha Pro Partners is an Accounting company. Their small team is headquartered in دبي, United Arab Emirates and London, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Delhi, India
Services provided
S. C. Bhagat & Co is an Accounting company. Their team is in Delhi, India. The company focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Bengaluru, India
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Balakrishna and Co CA Firm Bangalore, a small Accounting company, is headquartered in Bengaluru, India. Their services include Accounting.
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$25,000+$25 - $49 / hr10 - 49Vancouver, Canada
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Accufile is an Accounting company. Founded in 2010, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Commerce CPA, LLC is an Accounting company. They focus on Accounting and Business Consulting and were founded in 2015.
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UndisclosedUndisclosed2 - 9Málaga, Spain
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LEGAL & TAX HELP is a small Accounting company headquartered in Málaga, Spain. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 22, Ireland
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Aardvark Accountants is an Accounting company. The Dublin 22, Ireland-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Norwalk, CA
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Emil Estafanous, CPA, CFF, CGMA is an Accounting company. Located in Norwalk, California, the agency was launched in 1985. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Diamond Bar, CA
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Harry C. Lin, CPA A Professional Corporation is an Accounting company. They provide Accounting and Business Consulting and are headquartered in Diamond Bar, California.
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UndisclosedUndisclosed10 - 49Jakarta Selatan, Indonesia
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Indoservice is a Business Consulting company. They are headquartered in Jakarta Selatan, Indonesia and have small team of experts. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Anil D’Souza & Associates is an Accounting company. They are in Bengaluru, India and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Kozhikode, India
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Buchprufer Consultants LLP is an Accounting company. They were launched in 2007 and specialize in Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Cedarhurst, NY
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RiverEdge Advisors is a small Accounting company. They offer Accounting and were launched in 2018.
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UndisclosedUndisclosed10 - 49Ware, England
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Accounting Wise is a small Ware, England-based Accounting company. The team specializes in Accounting.
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$1,000+< $25 / hr10 - 49
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Ofin Legal Private Limited, an Advertising company, is based in. Their services include Advertising and Branding.
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$100,000+Undisclosed10 - 49
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Xenom Energy is a Logistics & Supply Chain Consulting company. They were established in 2019 and offer Logistics & Supply Chain Consulting and Accounting.
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$1,000+< $25 / hr50 - 249New Delhi, India
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INMACS Management Services Limited is an Accounting company in New Delhi, India and Gurugram, India. The team focuses on Accounting and Corporate Training & Coaching.
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$5,000+< $25 / hr250 - 999Delhi, India
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CNK RK & Co. Is an Accounting company. Launched in 1936, the firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9Greenwood Village, CO
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Team 80 is an Accounting company headquartered in Greenwood Village, Colorado. Launched in 2014, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Landa & Associates Tax & Accounting Firm is a Miami, Florida-based Accounting company. Their services include Accounting.
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$1,000+< $25 / hrFreelancerBucharest, Romania
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Accounting Studio is an Accounting company launched in 2020. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Lodestar Taxes is a small Accounting company based in Charlotte, North Carolina. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49New Delhi, India
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Workforce Consulting is a New Delhi, India-based Accounting company. They offer Accounting and HR Consulting.
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$1,000+Undisclosed2 - 9Wilmington, DE
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Gary Mehta, CPA, EA is an Accounting company. Founded in 2007, the team offers Accounting and Business Consulting. The agency is located in Wilmington, Delaware.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Kiltons Business Setup Services is an Accounting and Business Consulting company established in 2000. Their team specializes in Accounting and Business Consulting.
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Undisclosed$200 - $300 / hr2 - 9Riverview, FL
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TAX HAPPENS LLC is an Accounting company. They are headquartered in Riverview, Florida. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Bradford on Avon, England
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Based in Bradford on Avon, England, Wiltshire Wealth is a small Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stony Brook, NY
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Long Island Tax Solutions is a small Accounting company based in Stony Brook, New York. Their services include Accounting.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
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BCM Corporate Services LLC is an Accounting company. They were founded in 2017, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Limerick, Ireland
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Accounting company McGuinness & Co was launched in 1996. Based in Limerick, Ireland, the team specializes in Accounting and Business Consulting.
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$10,000+Undisclosed10 - 49Dubai, United Arab Emirates
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Bader Saleh Auditing Of Accounts is a small Dubai, United Arab Emirates-based Accounting company. Their services include Accounting.
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$5,000+$25 - $49 / hr10 - 49Rio de Janeiro, Brazil
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Expertisa, a Business Consulting company, was founded in 2013. Headquartered in Rio de Janeiro, Brazil and São Paulo, Brazil, the team offers Business Consulting and Accounting.
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$1,000+Undisclosed10 - 49Elizabeth East, Australia
Services provided
INSIGHTS MANAGEMENT ADVISORY PTY LTD is a Business Consulting company in Elizabeth East, Australia and Riyadh, Saudi Arabia. Their services include Business Consulting and Back Office Outsourcing.
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$1,000+$100 - $149 / hr2 - 9MANCHESTER, England
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Murphy Thompson Moore LLP is an Accounting and Business Consulting company. They are in MANCHESTER, England and have small team. They focus on Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
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Recruits Management Consultancy is a Corporate Training & Coaching company. The Dubai, United Arab Emirates-based team provides Corporate Training & Coaching and Accounting.
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$1,000+< $25 / hrFreelancerSan Francisco, CA
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Founded in 2012, ArccMedia is a small Advertising company headquartered in San Francisco, California. Their team focuses on Advertising and Social Media Marketing.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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 -
$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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
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 -
$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, 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 -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
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+< $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 - 249Dallas, TX
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.