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 - 9Gothenburg, Sweden
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CPE Redovisning is an Accounting company. The team offers Accounting and is in Gothenburg, Sweden.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Located in Goiânia, Brazil, OC Contabilidade is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Located in Goiânia, Brazil, Progresso Contabilidade e Auditoria is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Launched in 2012, Simplific Contabilidade, a small Accounting company, is in Goiânia, Brazil. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Founded in 1972, Exatidão Contabilidade is an Accounting company. The team provides Accounting and Business Consulting and is based in Goiânia, Brazil.
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UndisclosedUndisclosed2 - 9Linghed, , Sweden
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Dalkulla Ekonomi is a Linghed, , Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Based in Beverly Hills, California, Simantob & Associates, Inc. Is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Goiânia, Brazil
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Marbo Contábil is an Accounting company founded in 1978. The team provides Accounting and Business Consulting and is based in Goiânia, Brazil.
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UndisclosedUndisclosed2 - 9Kostrzyn, Poland
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Barbara Różewska ACCOUNTING OFFICE is a small Kostrzyn, Poland-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Small Accounting company Asmj Contabilidade, is in Goiânia, Brazil. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Athos Contabilidade is an Accounting company. They are located in Goiânia, Brazil and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mora,, Sweden
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Mora Orsa Ekonomikonsult & Revision AB, a small Accounting company, is based in Mora,, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Adcont Contabilidade is an Accounting company. They were founded in 1992 and provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Lukro Desenvolvimento Contábil is an Accounting company. They are based in Goiânia, Brazil and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Wielkopolskie Centrum Audytorsko-Księgowe. Sp. Z o.o., a small Accounting company, is in Poznań, Poland. The team offers Accounting.
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UndisclosedUndisclosed250 - 999Gävle,, Sweden
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Located in Gävle,, Sweden, ANE Revision & Konsultation AB is a midsize Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Visby, , Sweden
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Based in Visby, , Sweden, A1 Konsult AB is a small Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Lincoln, Canada
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Fleet Tax Services is an Accounting company. They are in Lincoln, Canada and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Paris, France
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Vachon & Associés is an Accounting company. They are based in Paris, France and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Paris, France
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PK-Experts is an Accounting company. They are headquartered in Paris, France and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Accounting company Morovati, Inc., An Accountancy Corp. Specializes in Accounting. They were founded in 2010.
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UndisclosedUndisclosed50 - 249Rīga, Latvia
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Legalbaltic, a midsize Accounting company, is based in Rīga, Latvia and Vilnius, Lithuania. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kolkata, India
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Eaccountspro is an Accounting company. The Kolkata, India-based firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Vilnius, Lithuania
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Bizbon is an Accounting company. They are located in Vilnius, Lithuania and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Small Accounting company BPG Polska, is located in Warszawa, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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J. P & Co. Is a small Kolkata, India-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Poznań, Poland
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Launched in 2007, Poland Accounting is a midsize Accounting company headquartered in Poznań, Poland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Harlan Levinson, CPA is an Accounting company headquartered in Beverly Hills, California. They provide Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Headquartered in Kolkata, India, A H K & Company is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Ashish Kumar & Associates CA Firm is a small Accounting company located in Mumbai, India. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halmstad, Sweden
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Revisionskonsulterna J Hägglund is a small Accounting company based in Halmstad, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Asesores Sp. Z o.o. Sp.k. Is an Accounting company. Founded in 2013, the team focuses on Accounting. The company is based in Warszawa, Poland.
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UndisclosedUndisclosed2 - 9Mumbai, India
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AccountingBuzz, an Accounting company, was established in 2016. In Mumbai, India, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Halmstad,, Sweden
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Sense4 Solutions AB is an Accounting company. Their small team is based in Halmstad,, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Chicago, IL
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TaskforceHR is a HR Consulting company. Established in 2015, the team focuses on HR Consulting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Established in 1979, The Abas Tax Team is a small Beverly Hills, California-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting Poland is an Accounting company. They are in Poland and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Warsaw Accounting is a small Accounting company in Warszawa, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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SAGITTA.CO Sp. Z o.o. Is an Accounting company. Their small team is headquartered in Warszawa, Poland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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PR Properties, a Commercial Brokerage Services company, is located in Anaheim, California. The team focuses on Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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IMAM & Associates is a small Mumbai, India-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Established in 1991, Polfinans Sp. Z o.o., a small Accounting company, is located in. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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TAX-IN Finance & Tax Consulting is an Accounting company. Their small team is in Warszawa, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Orono, Canada
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Small Accounting company Irwin Tax & Accounting, is headquartered in Orono, Canada. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Tulce, Poland
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In Tulce, Poland, MSR Expert Sp. Z o.o. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Halmstad, , Sweden
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LR Akridi KB is an Accounting company. Their small team is headquartered in Halmstad, , Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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BA Gruppen is an Accounting company. Their small team is headquartered in Lublin, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Swarzędz, Poland
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MiniTAX Biuro Rachunkowe is a small Swarzędz, Poland-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Kolkata, India
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Vidya and Co. Is an Accounting company. Based in Kolkata, India, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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E-MS SP. Z O.O is a small Wrocław, Poland-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.