Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Farnworth Widnes , England
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Based in Farnworth Widnes , England, Moriarty Accountancy & Bookkeeping Services is an Accounting company. Launched in 2011, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rudheath, England
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The R&D Company, a small Accounting company, is based in Rudheath, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Macclesfield, England
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Harts Limited is an Accounting company. The small Macclesfield, England-based team focuses on Accounting and Business Consulting. The agency was launched in 2008.
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UndisclosedUndisclosed10 - 49Nantwich Bypass, England
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Lyon Griffiths Limited is an Accounting company. They are based in Nantwich Bypass, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Congleton, England
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Paul Austen Associates Ltd is an Accounting company. The company is headquartered in Congleton, England. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Moore Accountancy is an Accounting company. The England-based firm was established in 2010. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Arlandastad, Sweden
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Accounting company ZAQ Accounting was founded in 2018. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sale, England
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AccountancyPlace, a small Accounting company, is headquartered in Sale, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Handforth, England
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Headquartered in Handforth, England, KSE Consulting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hill Road, England
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JDT Accountants Ltd, a small Accounting company, is based in Hill Road, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Runcorn, England
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Based in Runcorn, England, Cheshire Taxation Limited is an Accounting company. Founded in 2014, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sandbach, England
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Bruce Marshall & Co, an Accounting company, was established in 1991. The team specializes in Accounting and is in Sandbach, England.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Accounting company Bilans Kancelaria Doradcow Podatkowych specializes in Accounting. They were launched in 1991.
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UndisclosedUndisclosed2 - 9Macclesfield, England
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Batesons CPAs is an Accounting company. They are based in Macclesfield, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Svartsjö, Sweden
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Based in Svartsjö, Sweden, Norruddens Ekonomibyrå is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Handforth, England
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Based in Handforth, England, Sapphire Accounting Limited is an Accounting company. They focus on Accounting and were founded in 2011.
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UndisclosedUndisclosed2 - 9Knutsford, England
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Axel Chartered Accountants is an Accounting company. They are headquartered in Knutsford, England and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Great Sankey, England
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Small Accounting company Nigel Brockley Accountancy & Tax Services, is based in Great Sankey, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Headquartered in Poznań, Poland, Noblesse Office Tax is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Congleton, England
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Accounting company Hammond McNulty was founded in 1970. The team offers Accounting and Business Consulting and is headquartered in Congleton, England.
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UndisclosedUndisclosed2 - 9Chester, England
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Hatcher Hughes, a small Accounting company, is headquartered in Chester, England. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nantwich, England
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Afford Bond LLP, a small Accounting company, is headquartered in Nantwich, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Northwich, England
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Murray Smith Chartered Accountants, an Accounting company, was founded in 1920. The agency provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Macclesfield, England
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Josolyne & Co is an Accounting company. Their small team is in Macclesfield, England. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Storno Biuro Rachunkowe Poznań is an Accounting company. The team provides Accounting, and the agency is in Poznań, Poland.
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UndisclosedUndisclosed2 - 9Frodsham, England
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Applegate & Co Accountants Limited is an Accounting company. They are in Frodsham, England and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Crewe, England
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Beans Accounting and Business Support is a Crewe, England-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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IRevision, a small Accounting company, is headquartered in Gothenburg, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Warrington, England
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Founded in 1921, Jackson Stephen LLP is an Accounting company. Located in Warrington, England, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wilmslow, England
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The Ascendis Group Limited is an Accounting company. Headquartered in Wilmslow, England, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Hallstahammar, Sweden
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Redovisningsbyrån i Hallstahammar is an Accounting company. Their small team is based in Hallstahammar, Sweden. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Birkenhead, England
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LBW Chartered Accountants is an Accounting company. They specialize in Accounting and were founded in 2010.
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UndisclosedUndisclosed2 - 9Chester, England
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Exchequer Accountancy Services is a small Chester, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cheshire, England
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Tick & Tally is an Accounting company. They are based in Cheshire, England and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Golborne, England
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Primus Accountancy, an Accounting company, was founded in 2010. The team offers Accounting and Business Consulting and is based in Golborne, England.
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UndisclosedUndisclosed2 - 9Birkenhead, England
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Established in 1972, Horner Downey & Co is an Accounting company. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cheadle Hulme, England
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Small Accounting company Carl Mills Accountants Cheadle, is located in Cheadle Hulme, England. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hampton Heath Industrial Estate, England
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Small Accounting company Huxley Johnston Ltd, is headquartered in Hampton Heath Industrial Estate, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ellesmere Port, England
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Johnstone Howell & Co, an Accounting company, is located in Ellesmere Port, England. Established in 1929, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Widnes, England
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Small Accounting company Holland & Co, is located in Widnes, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cheadle, England
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AXT Accountants is a small Cheadle, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Warrington, England
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Brookson One, a midsize Accounting company, is headquartered in Warrington, England. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Hale, England
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Beauchamp Charles CPAs is an Accounting company founded in 1987. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Congleton, England
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Accounting company Wincham International Limited offers Accounting and Business Consulting. They were established in 1994.
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UndisclosedUndisclosed2 - 9Kolkata, India
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KeepBooks is an Accounting company based in Kolkata, India. They focus on Accounting.
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UndisclosedUndisclosedFreelancerKolkata, India
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Abhishek Shankar Agarwal & Associates is an Accounting company. They focus on Accounting and were established in 2016.
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UndisclosedUndisclosed2 - 9Kolkata, India
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R. Sonthalia & Co. Is an Accounting company. They are in Kolkata, India and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed250 - 999Kolkata, India
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Ray & Ray, a midsize Accounting company, is based in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Established in 2016, RISHI AGARWAL AND CO. Is an Accounting company. The team provides Accounting and is headquartered in Kolkata, India.
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UndisclosedUndisclosed2 - 9Kolkata, India
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P. K. Saha is an Accounting company. Founded in 1993, the team offers Accounting.
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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 -
$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 - 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
34.3/40.017/20 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 -
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 - 49London, England
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 - 249Dallas, TX
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.