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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UndisclosedUndisclosed50 - 249Mumbai, India
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Khimji Kunverji & Co., an Accounting company, was established in 1936. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
Services provided
Nostro Biuro Rachunkowe is an Accounting company. They are in Poznań, Poland and have small team. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Campinas, Brazil
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Corsi Contabilidade e Assessoria Ltda is an Accounting company based in Campinas, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Poznańskie Centrum Finansowe is an Accounting company. Their small team is located in Poznań, Poland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Gostyń, Poland
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Biuro rachunkowe PROFIT Agnieszka Ćwiklińska, an Accounting company, is headquartered in Gostyń, Poland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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Accounting company Frank Akef & Co. Is headquartered in Beverly Hills, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Biuro Rachunkowe Lenro Sp.z o.o. Is an Accounting company founded in 2009. The team focuses on Accounting and is in Poznań, Poland.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Hemant Shah And Associates LLP, an Accounting company, is based in Mumbai, India. Established in 1987, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Smart Tax Biuro Rachunkowe is an Accounting company. Their small team is located in Poznań, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gowarzewo, Poland
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Biuro Rachunkowe SALDO is an Accounting company. In Gowarzewo, Poland, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Kamionki, Poland
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Biuro Rachunkowe Marta Kornasz, a small Accounting company, is in Kamionki, Poland. The team provides Accounting.
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UndisclosedUndisclosed250 - 999Mumbai, India
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Founded in 1979, Mahajan And Aibara is an Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Toplitzky & Company is an Accounting company. Established in 1980, the team offers Accounting. The company is headquartered in Beverly Hills, California.
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UndisclosedUndisclosed2 - 9Ozark, MO
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Small Accounting company Compere Robinette CPAs, is located in Ozark, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Xcel Business Service is an Accounting company. Their small team is based in Springfield, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Tax and Finance Biuro Rachunkowe is an Accounting company. They are located in Poznań, Poland and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Arcanum Financial Partners is a small Accounting company founded in 2018. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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MG Office Monika Gruszczyńska Accounting Services and Insurance is an Accounting company. Their small team is in Poznań, Poland. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Springfield, MO
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Stone Financial: CPAs & Wealth Mgmt is an Accounting company. Based in Springfield, Missouri, the agency was launched in 2007. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Cindy A. McGarry, CPA, PC is an Accounting company. Their small team is based in Springfield, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Launched in 2000, Larson Law Firm, a small Accounting company, is headquartered in Springfield, Missouri. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Konin, Poland
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Biuro Rachunkowe i Ubezpieczenia Bożena Kamocka, an Accounting company, provides Accounting. The company is based in Konin, Poland.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Legacy Insurance & Financial is an Accounting company. They are in Springfield, Missouri and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Prakkash Muni & Associates is an Accounting and Business Consulting company founded in 1979. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Springfield, MO
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Based in Springfield, Missouri, Entrust CPAs is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nekla, Poland
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Based in Nekla, Poland, "P&G Finance" Biuro Rachunkowe Grzegorz Płóciennik is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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G&H Tax & Accounting is an Accounting company. Their small team is based in Springfield, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nixa, MO
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Fast Tax Service Inc is an Accounting company. Their small team is in Nixa, Missouri. Their team provides Accounting and Litigation Support Services.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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Heller, Broida & Eisenberg - Accountancy Corporation is an Accounting company. The Beverly Hills, California-based firm was established in 1979. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Borkar & Muzumdar, Chartered Accountants is an Accounting and Business Consulting company. Launched in 1946, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Swarzędz, Poland
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Księgowość GAMA is an Accounting company. Launched in 1994, the firm is based in Swarzędz, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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George Bral, CPA An Accountancy Corp. Is a small Accounting company. Established in 2017, the team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Jönköping, , Sweden
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Modern Ekonomi is a midsize Accounting company. Launched in 2006, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Headquartered in Mumbai, India, C.V.K & Associates is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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Based in Beverly Hills, California, Freemark Financial, LLP is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Launched in 1999, SNB Associates is an Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Jönköping, , Sweden
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Launched in 2016, D & P Accounting, a small Accounting company, is based in Jönköping, , Sweden. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Kalmar,, Sweden
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Next Gates Business is an Accounting company based in Kalmar,, Sweden. The team offers Accounting and Advertising.
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UndisclosedUndisclosed2 - 9Kolkata, India
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NG Associates, a small Accounting company, is headquartered in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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S.K.Kanodia and Associates is an Accounting company. The Kolkata, India-based firm was founded in 1984. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Headquartered in Kolkata, India, M.Garodia & Co is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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Liera Redovisning, an Accounting company, is located in Gothenburg, Sweden. They offer Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Synergy Accounting Services, an Accounting company, provides Accounting. The firm is based in Kolkata, India.
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UndisclosedUndisclosed2 - 9Orange, CA
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Apex Payroll is a small Accounting company located in Orange, California. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed1,000 - 9,999Växjö, Sweden
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Visma Spcs AB is an Accounting company. They focus on Accounting and Custom Software Development and were established in 1996.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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Accounting company RECORDI ACCOUNTING focuses on Accounting. They are in Gothenburg, Sweden.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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Mindhammar is an Accounting company. Launched in 2008, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Luleå, Sweden
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Baker Tilly Sverige is a midsize Accounting company in Luleå, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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Small Accounting company Lagolas AB, is based in Gothenburg, Sweden. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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Established in 2000, Valöskär Redovisning is an Accounting company. Their team offers 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.