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 - 9Wasaga Beach, Canada
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Wasaga Tax is an Accounting company established in 2008. The company offers Accounting.
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UndisclosedUndisclosed50 - 249Abu Dhabi, United Arab Emirates
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Al Khazraji, a midsize Accounting company, is headquartered in Abu Dhabi, United Arab Emirates. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Askim, Sweden
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Signäs Revisionsbyrå AB, a small Accounting company, is headquartered in Askim, Sweden. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Grästorp, Sweden
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Accounting company Grästorps Lilla Redovisningsbyrå AB was launched in 2015. Located in Grästorp, Sweden, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Tax Act, Inc, a small Accounting company, is based in Burbank, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Norum Redovisning is an Accounting company. Their small team is in Stenungsund, Sweden. Their services include Accounting.
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UndisclosedUndisclosed250 - 999São Paulo, Brazil
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Confirp Consultoria Contábil is an Accounting company founded in 1986. Located in São Paulo, Brazil, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Horwich, England
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Founded in 2013, AC Accountancy Services (UK) Ltd is an Accounting company. The agency offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Bowmanville, Canada
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Carwin Tax is an Accounting company. Their small team is located in Bowmanville, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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MF Consultoria Contábil, a small Accounting company, is in São Paulo, Brazil. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Kinna, Sweden
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Small Accounting company EPOK i Kinna AB, is headquartered in Kinna, Sweden. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Barrie, Canada
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Business Solutions is a small Accounting company. They focus on Accounting and were established in 1992.
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UndisclosedUndisclosed2 - 9Alingsås, Sweden
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Petras Redovisning is an Accounting company. They are in Alingsås, Sweden and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wolverhampton, England
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Based in Wolverhampton, England, Trilogy Accountancy Services is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed50 - 249Bollebygd, Sweden
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Ekonomiansvarig Ea AB is an Accounting company. Their midsize team is in Bollebygd, Sweden. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Montevideo, Uruguay
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PKF Uruguay, a small Accounting company, is headquartered in Montevideo, Uruguay. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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Estudio Independencia is an Accounting company. Their small team is headquartered in Montevideo, Uruguay. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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Consultores SYS is a small Montevideo, Uruguay-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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Launched in 1991, Estudio Fontanar is a Business Consulting company. The company offers Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed10 - 49Montevideo, Uruguay
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ABM Integra is an Accounting company headquartered in Montevideo, Uruguay. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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Small Accounting company Estudio Itanil, is located in Montevideo, Uruguay. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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Established in 1985, Lar consultores is an Accounting company. In Montevideo, Uruguay, the team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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MRTB Consultores is a Business Consulting company. They are in Montevideo, Uruguay and have small team. They specialize in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Montevideo, Uruguay
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Established in 2007, VL Consultores is a small Montevideo, Uruguay-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Montevideo, Uruguay
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Forward Estudio, an Accounting company, offers Accounting. The company is located in Montevideo, Uruguay.
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UndisclosedUndisclosed50 - 249Kolkata, India
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Agarwal Vishwanath & Associates is a midsize Accounting company headquartered in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Vikash Kabra & Co. Is an Accounting company. The Kolkata, India-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Rajesh Choudhary & Associates is an Accounting company. The Kolkata, India-based agency was launched in 1993. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Optimus Professional Services, a small Accounting company, is located in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Jha Prasad & Associates is an Accounting company. Located in Kolkata, India, their team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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Launched in 2001, Prokab Ekonomikonsulter is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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SB Bokslut AB is an Accounting company. The Gothenburg, Sweden-based agency was founded in 2004. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mölndal, Sweden
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Mölndals Revisionsbyrå is an Accounting company. They were founded in 1987, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Gothenburg, Sweden
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Accounting company DLC Accounting is in Gothenburg, Sweden. Launched in 1999, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Askim, Sweden
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Fontura Accounting is an Accounting company. They are located in Askim, Sweden and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Västra Frölunda, Sweden
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Företagstjänst Olinder Redovisning is an Accounting company. The firm is based in Västra Frölunda, Sweden. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mableton, GA
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Launched in 2015, TS Tax & Accounting Services is an Accounting company. Headquartered in Mableton, Georgia, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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SHAH KAPADIA AND ASSOCIATES is an Accounting company launched in 2010. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kungälv, Sweden
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Accounting company Nordenhams Revisionsbyrå AB was founded in 2015. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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TK Accounting And Tax Services is an Accounting company. They were founded in 1984, and their services include Accounting and Print Design.
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UndisclosedUndisclosed2 - 9Duluth, GA
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Rozar Morris, LLC is an Accounting company. Launched in 2011, the agency is headquartered in Duluth, Georgia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stone Mountain, GA
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Resolutions 4U Business, a small Accounting company, is located in Stone Mountain, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Burman Bohra & Associates is an Accounting company. Their small team is based in Kolkata, India. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Kolkata, India
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Mapasu Consulting Services is a small Accounting company located in Kolkata, India. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Jagdish Agarwal & Associates is a small Accounting company located in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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CA Uttam Kumar Bose, a small Accounting company, is in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Fácil Empresa Contabilidade Ltda is an Accounting company in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Based in São Paulo, Brazil, Escritório Santa Rita De Contabilidade is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Steve’s Tax Service Ltd is a small Mississauga, Canada-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Halton Hills, Canada
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Yorkshire Enterprises Inc. Is an Accounting company. They are based in Halton Hills, 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.