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 - 9Poznań, Poland
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Based in Poznań, Poland, Garfi Accounting Office Małgorzata Guderska is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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MK Biuro Rachunkowe is an Accounting company. The team is headquartered in Poznań, Poland, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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SOMAR+ Consultores e Contabilidade is a Campinas , Brazil-based Accounting company. They specialize in Accounting and Business Consulting and were launched in 2014.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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My Business Controller AB is an Accounting company. Their team is in Stockholm, Sweden and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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Morais Almeida Contabilidade LTDA is an Accounting company. Launched in 2008, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Puszczykowo, Poland
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Small Accounting company Kancelaria Laurus sp. Z o.o., is based in Puszczykowo, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, , Sweden
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Founded in 2008, RochS Sifferkontoret, a small Accounting company, is in Stockholm, , Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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DOBRA KSIĘGOWWO SP. Z OO is a small Accounting company located in Poznań, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Łękno, Poland
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Biuro Rachunkowe S&S - Szymon Woźny is an Accounting company. Headquartered in Łękno, Poland, their small team specializes in Accounting. The agency was founded in 2000.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Landereng E-Bokföring, an Accounting company, was founded in 2004. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Polecony Księgowy, a small Accounting company, is headquartered in Kraków, Poland. The team focuses on Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Established in 2014, HP Accounting And Income Tax Service is an Accounting company. The small team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Warrington, England
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Accountancy Summit Limited, a small Accounting company, is headquartered in Warrington, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warrington, England
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Launched in 1972, Voisey & Co is an Accounting company. The team provides Accounting and Business Consulting and is located in Warrington, England.
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UndisclosedUndisclosed2 - 9Warrington, England
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Cortex Accounting & Tax Advisors LLP is an Accounting company. Established in 2008, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Miari Tax & Accounting is a small Accounting company in Anaheim, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rudheath, England
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Howard Worth Chartered Accountants is an Accounting company. Their small team of employees is located in Rudheath, England. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Warrington, England
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RAK Accounting Solutions Ltd, a small Accounting company, is headquartered in Warrington, England. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tarporley, England
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Hall Livesey Brown Chartered Accountants is an Accounting company. They are based in Tarporley, England and have small team. Their team provides Accounting and Finance & Accounting Outsourcing
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UndisclosedUndisclosed2 - 9Nantwich, England
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Crewe & Nantwich Accountants, an Accounting company, is based in Nantwich, England. They specialize in Accounting and Business Consulting and were founded in 2011.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Anaheim Tax Services is an Anaheim, California-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Altrincham, England
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Alexander Knight & Co is a small Altrincham, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Launched in 2014, Wat Ekonomikonsult is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Warrington, England
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Walker Begley is an Accounting company. They are located in Warrington, England, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Chester, England
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Mclintocks Chartered Accountants is a small Accounting company. Founded in 1989, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Syracuse, NY
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Accounting company Summit Planning Group Inc is located in East Syracuse, New York. Established in 1982, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Weaverham, England
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Rose Rowland and Co, Chartered Accountants is an Accounting company. Headquartered in Weaverham, England, the firm was launched in 2013. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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APAC CPASs, a small Accounting company, is located in Anaheim, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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ICF Polska is a small Accounting company based in Warszawa, Poland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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BM Contábil is an Accounting company. Located in Campinas, Brazil, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Business Financial Solutions, a small Accounting company, is in Anaheim, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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JVI Contabilidade is an Accounting company. In Campinas , Brazil, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Small Accounting company Biuro Rachunkowe Audyt2Biznes, is in Łódź, Poland. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Camillus, NY
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Aster Financial Group is an Accounting company in Camillus, New York. They specialize in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
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Contfab - Contabilidade is an Accounting company. The Campinas, Brazil-based firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Campinas , Brazil
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ORTEC Contábil, an Accounting company, is headquartered in Campinas , Brazil. Founded in 1970, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Accounting company Centrum Doradztwa Biznesowego Sp. Z o.o. Is in Warszawa, Poland. They provide Accounting and HR Consulting and were launched in 2003.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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C & A Accounting Associates Inc is a small Syracuse, New York-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mielec, Poland
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Infakt Sp. Z o.o., an Accounting and Business Consulting company, is headquartered in Mielec, Poland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Founded in 2009, Kianka & Zollo CPAs, PC is an Accounting company. The small team focuses on Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Księgowość Warszawa KDS Sp. Z o.o. Is an Accounting company. They are headquartered in Warszawa, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Gold River, CA
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Pinnacle Employee Services is an Accounting company. Launched in 2005, their team focuses on Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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GTA Tax Preparation Services is an Accounting company. Their small team is based in Toronto, Canada. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ajax, Canada
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A Big Return Inc. Is a small Ajax, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Small Accounting company Saad & Associates, CPA, is located in Anaheim, California. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Bethesda, MD
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Lescault & Walderman is an Accounting company. The Bethesda, Maryland-based agency was founded in 2006. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Ross R. Bonnie & Associates is a small Accounting company located in Anaheim, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Poznań, Poland
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Jóźwicki & Partners, an Accounting company, provides Accounting. The firm is headquartered in Poznań, Poland.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Tahim & Associates is an Anaheim, California-based Accounting company. Launched in 1985, the team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Bravo Ekonomi, is headquartered in Stockholm, Sweden. The team provides 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.