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 - 9Topeka, KS
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Cavanaugh & Porter, PA is an Accounting company. Founded in 2002, the company is in Topeka, Kansas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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ACE Bookkeeping & Tax Services, Inc. Is a small Accounting company based in Atlanta, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Buford, GA
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Established in 1998, North GA Accounting Services, Inc. Is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Täby,, Sweden
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Ekonomiq is an Accounting company established in 2000. Located in Täby,, Sweden, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Abundant Returns Tax Service is a small Atlanta, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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In Los Angeles, California, LA Tax Service is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Norcross, GA
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Franklin Accounting & Tax services, an Accounting company, is in Norcross, Georgia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Paleari Contabilidade is an Accounting company launched in 1996. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Mumbai, India
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G.D. Apte & Co. Is a midsize Mumbai, India-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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CARSWELL, GREENFIELD & KUNSTLER is an Accounting company established in 1996. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Contabilidade Olímpia, an Accounting company, was founded in 2010. They offers Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Accounting and Business Consulting company Shah & Savla CHARTERED ACCOUNTANTS is in Mumbai, India. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Pigatti Contabilidade is an Accounting company launched in 1956. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Accounting People - Outsource Accounting is an Accounting and Business Consulting company located in Mumbai, India. Launched in 2018, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tyresö,, Sweden
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Accounting company CGM Ekonomi AB is based in Tyresö,, Sweden. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Escritório Santana de Contabilidade is a small São Paulo, Brazil-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Established in 2013, Springfield Law Group, LLC is an Accounting and Corporate Training & Coaching company. The team specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Accounting & Compliance is an Accounting company. Their small team is headquartered in Mumbai, India. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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AdconBrasil is a small Accounting company. Launched in 1993, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Small Accounting company AW Contábil, is located in São Paulo, Brazil. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vallentuna, , Sweden
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Häggström & Partners AB is an Accounting company. They are in Vallentuna, , Sweden and have small team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Based in Mumbai, India, R M R & Co. Is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Eagle Tax Service Inc is an Accounting company. The Ottawa, Canada-based company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Jaikumar Tejwani & Co LLP is an Accounting company. In Mumbai, India, the firm was founded in 1995. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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In São Paulo, Brazil, Contábil Moretti is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ingersoll, Canada
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Advocacy Tax Service is a small Accounting company located in Ingersoll, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Greater Sudbury, Canada
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Faganely Tax Services is an Accounting company. They are located in Greater Sudbury, Canada and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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VN Contábil is an Accounting company. Their small team is headquartered in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Founded in 1989, ASP Auditing is an Accounting company. Headquartered in Dubai, United Arab Emirates, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gaziosmanpasa, Türkiye
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BB Mali Müşavirlik is an Accounting company. They are based in Gaziosmanpasa, Türkiye. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Şişli, Türkiye
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AC Istanbul International Auditing and CPA Co., an Accounting company, specialize in Accounting and Finance & Accounting Outsourcing (FAO). They were launched in 2005.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Small Accounting company Decisiva Assessoria E Consultoria Contabil, is in São Paulo, Brazil. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Monarcha i Wspólnicy ETL Poznań Sp. Oo is an Accounting company. They are in Poznań, Poland and have small team. They provide Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Established in 1998, Master Consultores. Contabilidade e Abertura de Empresas. Is an Accounting company. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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Small Accounting company Ratio-biuro rachunkowe, is located in Toruń, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Göteborg, Sweden
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In Göteborg, Sweden, Zen24 is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Located in São Paulo, Brazil, Brasnippon - Assessoria contábil e fiscal is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Al Ayoubi is an Accounting company. Their small team is located in Dubai, United Arab Emirates and specializes in Accounting. The agency was founded in 2000.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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Poltax Biuro rachunkowe is a small Accounting company located in Toruń, Poland. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Ulricehamn, Sweden
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Wengbrand Redovisnings AB is an Accounting company. Located in Ulricehamn, Sweden, their midsize team offers Accounting and Business Consulting. The firm was established in 1989.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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Rachunkowość dla Firm is a small Accounting company in Toruń, Poland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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BHA Accountancy Services, a small Accounting company, is headquartered in Dubai, United Arab Emirates and Doha, Qatar. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Inowrocław, Poland
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Established in 1991, PIOTROWSKI Kancelaria Doradcy Podatkowego, Biuro Rachunkowe is an Accounting company. In Inowrocław, Poland, the team offers Accounting.
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UndisclosedUndisclosed2 - 9
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In United Arab Emirates, Alba is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Askim, Sweden
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LET Accounting is a small Askim, Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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ATLAS Accounting Office mgr Krzysztof Kachlicki, a small Accounting company, is based in Bydgoszcz, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Kanata Tax Services is an Accounting company headquartered in Ottawa, Canada. Founded in 1988, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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Launched in 2014, AKM Accounting is an Accounting company. The team specializes in Accounting and is based in دبي, United Arab Emirates.
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UndisclosedUndisclosed50 - 249São Paulo, Brazil
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SETECO Consultoria Contábil, an Accounting company, offer Accounting. They were launched in 1966.
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UndisclosedUndisclosed2 - 9Greater Sudbury, Canada
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Sudbury Online Services is an Accounting company. They are located in Greater Sudbury, Canada, and their services include 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.