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 - 9Kolkata, India
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P. K. Saha is an Accounting company. Founded in 1993, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Jeremiah Mee CPA & Advisors is an Accounting company. Their small team is based in Springfield, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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N P K & Co. LLP is an Accounting company launched in 2018. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Based in Kolkata, India, Doshi Chatterjee Bagri & Co LLP is an Accounting company. Established in 2002, the team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Naik Danait & Associates is an Accounting and Business Consulting company established in 2003. Headquartered in Mumbai, India, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Salarpuria Jajodia & Co. Is an Accounting company headquartered in Kolkata, India. Established in 1956, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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Accounting company ANSAF Accounting & Tax Services provides Accounting. They are headquartered in Brampton, Canada.
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UndisclosedUndisclosed1,000 - 9,999Mumbai, India
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In Mumbai, India, S K Patodia & Associates is a large Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, Canada
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Argyle Tax Service is an Accounting company launched in 1997. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49London, Canada
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Launched in 1988, C & V Income Tax Services, a small Accounting company, is based in London, Canada. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Mumbai, India
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Accounting company Aneja Associates is based in Mumbai, India. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Whitby, Canada
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RS Tax Service is an Accounting company. In Whitby, Canada, the agency was founded in 1983. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249São Paulo, Brazil
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Ozai Contábil is an Accounting company. The midsize São Paulo, Brazil-based team focuses on Accounting. The firm was established in 1986.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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EPACO Contabilidade is an Accounting company. They are in São Paulo, Brazil and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greater Sudbury, Canada
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Established in 1954, Tremblay Bookkeeping Tax & Management Services is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, Canada
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Concise Tax Service Inc. Is an Accounting company. They were launched in 2010 and provide Accounting.
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UndisclosedUndisclosed10 - 49Richmond Hill, Canada
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Small Accounting company Tax Solutions Ontario Inc., is based in Richmond Hill, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Contfisco Empresa de Contabilidade Ltda is an Accounting company established in 1987. In São Paulo, Brazil, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Located in Kolkata, India, JHA YADAV & CO. Is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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K.K. Poddar & Associates is an Accounting company. They are based in Kolkata, India and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Howrah, India
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Roy Ghosh & Associates is an Accounting company established in 1991. The small team focuses on Accounting.
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UndisclosedUndisclosed250 - 999Kolkata, India
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Midsize Accounting company A Chaudhary & CO, is located in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Dutta Ghosh & Associates is a small Accounting company located in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed50 - 249
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Accounting company Mookherjee Biswas & Pathak (MBP) was founded in 1970. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Kolkata, India
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Accounting company V. N. Purohit & Co. Specializes in Accounting. They were launched in 1961.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Founded in 1975, S.M. Gupta & Co. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Kolkata, India
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S Jaykishan is an Accounting company. The team is located in Kolkata, India, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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N & D Associates is an Accounting company. Their team is in Kolkata, India and offers Accounting.
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UndisclosedUndisclosed10 - 49Al Ain, United Arab Emirates
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In Al Ain, United Arab Emirates, IOA Consultant is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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IDMS Accounting Services is an Accounting company. Their small team is headquartered in. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Revis Ekonomipartner is a small Boden, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Bens Chartered Accountants is an Accounting company. Located in Dubai, United Arab Emirates, their small team focuses on Accounting and Search Engine Optimization. The agency was founded in 2015.
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UndisclosedUndisclosed10 - 49Luleå, Sweden
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Småföretagsbyrån i Sverige is an Accounting company. Their team is located in Luleå, Sweden and specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Luleå, Sweden
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E-cade Redovisning AB is an Accounting company. Their small team is headquartered in Luleå, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Plumas Contábil, a small Accounting company, is in Goiânia, Brazil. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Bergsjö, Sweden
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Contrado Redovisning AB is an Accounting company established in 2004. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Accounting company Lus contabilidade is headquartered in Goiânia, Brazil. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Dubai, United Arab Emirates
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Established in 2017, Alberts Accounting & Tax Consultants is an Accounting company. The firm offers Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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DAN Soluções Empresariais is an Accounting company in Goiânia, Brazil. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Eagle Contabilidade is a small Accounting company launched in 2016. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Contabilidade Havaí, an Accounting company, is headquartered in Goiânia, Brazil. Established in 1976, the team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Söderhamn, Sweden
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Headquartered in Söderhamn, Sweden, Bodek Revison o Redovisning is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Caliber Accounting Solutions, a small Accounting company, is headquartered in Abu Dhabi, United Arab Emirates. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Established in 1997, Unica Contabil is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Goiânia, Brazil
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Founded in 2011, Dinastia Contabil is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Borgholm, Sweden
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Ekonomihuset at Öland AB is an Accounting company. They are headquartered in Borgholm, Sweden and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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S4 Consultoria is an Accounting company. Located in Goiânia, Brazil, the firm was established in 2015. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Abu Dhabi, United Arab Emirates
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AAALBA is an Accounting company. They are in Abu Dhabi, United Arab Emirates and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Kancelaria Podatkowa Podbielscy is an Accounting company. Their small team is located in Poznań, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Accounting company Conceitus Contabilidade was launched in 2007. The team offers Accounting and is located in Goiânia, Brazil.
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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.