Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9
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Mackey Business Solutions, LLC, a small Accounting company, is located in Los Angeles, California. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancer
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Tai Financial Consulting is an Accounting company. Their small team is headquartered in Los Angeles, California. Their team provides Accounting.
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UndisclosedUndisclosedFreelancer
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Accounting company OneBook Solutions was launched in 2017. Headquartered in Los Angeles, California, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Parkville, MO
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Rosnet is an Accounting and IT managed services company. Headquartered in Parkville, Missouri, their midsize team specializes in Accounting and IT managed services. The agency was launched in 1998.
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UndisclosedUndisclosed2 - 9Lince, Peru
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Herrera Manrique & Asociados is a small Accounting company headquartered in Lince, Peru. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miraflores, Peru
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Based in Miraflores, Peru, Milian Contabilidad & Auditoría Inteligente is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Accounting company Drysen ICS SA focuses on Accounting. They are headquartered in.
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UndisclosedUndisclosed2 - 9Pueblo Libre, Peru
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Founded in 2014, Asesores Contables Alva & Alva is an Accounting company. Based in Pueblo Libre, Peru, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Comas, Peru
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Estudio Contable Caruajulca is a Business Consulting company. Established in 2014, the company is located in Comas, Peru. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Genève, Switzerland
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Located in Genève, Switzerland and Lausanne, Switzerland, berney associés is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Launched in 1992, GRUPO THEOS is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Katowice, Poland
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Launched in 2005, Warido is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Zugerberg treuhand is an Accounting company. They are in and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Accounting company V Quatro Contabilidade was founded in 2012. In Campinas, Brazil, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Wilmette, IL
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Small Accounting company Consulting & Management Services LLC, is in Wilmette, Illinois. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Zürich, Switzerland
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Headquartered in Zürich, Switzerland, Rawlinson & Hunter is an Accounting company. They focus on Accounting and were launched in 1933.
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UndisclosedUndisclosed10 - 49Campinas, Brazil
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WG Contabilidade is an Accounting company. Their team is in Campinas, Brazil and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wallisellen, Switzerland
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Wespi & Partner AG is an Accounting company. Their small team is based in Wallisellen, Switzerland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Located in Campinas, Brazil, ACS Assessoria Contábil is an Accounting company. They provide Accounting and were founded in 2016.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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VCF CONTABILIDADE, an Accounting company, is in Campinas, Brazil. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Zürich, Switzerland
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Rasminka is a small Zürich, Switzerland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Roland Fink & Co. CPA is an Accounting company. Their team is based in Los Angeles, California. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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MakeMyAccounts.com is an Accounting company. They offer Accounting and are headquartered in Dubai, United Arab Emirates.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Integrance Contabilidade e Finanças is an Accounting company. Their small team is located in Campinas, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Contabilidade e Assessoria Empresarial is a small Accounting company founded in 2016. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Abu Dhabi, United Arab Emirates
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Launched in 2017, Ratio Accounting & Financial Advisory is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Tax & Business Consulting Group is a small Accounting company located in Glendale, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Otimizei Contábil is an Accounting company established in 2017. In Campinas, Brazil, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Pearl Accounts, is headquartered in Sarja, United Arab Emirates. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Sharjah, United Arab Emirates
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Accounting company Abdelhamid & Co was established in 2016. In Sharjah, United Arab Emirates, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Campinas , Brazil
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Small Accounting company WG Contábil e assessoria., is based in Campinas , Brazil. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Headquartered in Dubai, United Arab Emirates and Dubai, United Arab Emirates, Shah & Alshamali Associates is a midsize Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Glendale, CA
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The Counting House, LLC is an Accounting company. Located in Glendale, California, their small team focuses on Accounting and Business Consulting. The company was founded in 2014.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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By The Book Tax & Accounting is an Accounting company. Their small team is based in Anaheim, California. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Based in Dubai, United Arab Emirates, Beaufort Associates is a small Business Consulting company. Their services include Business Consulting and HR Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Dave Harlos Consulting is an Accounting company. Based in Anaheim, California, the firm provides Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Growth Management Systems, a small Accounting company, is based in Tustin, California and Anaheim, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Accounting company CGE Soluções Empresariais is in Campinas , Brazil. They specialize in Accounting and Business Consulting and were established in 1990.
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UndisclosedUndisclosed10 - 49Al Ain, United Arab Emirates
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Abacus Accounting, a small Accounting company, is based in Al Ain, United Arab Emirates and Abu Dhabi, United Arab Emirates. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Located in Anaheim, California, Potrus Tax is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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P.A Services is a small Anaheim, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Sao Paulo, Brazil
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Audccon Serviços Contábeis is an Accounting company. Their small team is headquartered in Sao Paulo, Brazil and provides Accounting and HR Outsourcing. The company was established in 1985.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Anaheim Professional Services is an Accounting company. Based in Anaheim, California, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Small Accounting company Able-Wagner Tax, is located in Anaheim, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Established in 2015, Classe A Soluções Fiscais e Contábeis Ltda Me is an Accounting company. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Small Accounting company Barnett-Turner & Associates, is in Anaheim, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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WG & Andrade Contabilidade is an Accounting company headquartered in Campinas, Brazil. Launched in 2010, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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In Anaheim, California, Mega Refund Income Tax is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Głuchowo, Poland
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Biuro Usług Księgowych Tax-Bills Sp.z o.o., a small Accounting company, is based in Głuchowo, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Anaheim Business Service is a small Anaheim, California-based Accounting company. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.