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 - 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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UndisclosedUndisclosed2 - 9Toruń, Poland
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Kancelaria Podatkowa OPTIMA is a small Toruń, Poland-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Brodnica, Poland
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Headquartered in Brodnica, Poland, Biuro Rachunkowe Goflin is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ajax, Canada
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In Ajax, Canada, S & M Tax Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greater Sudbury, Canada
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Advize Inc. Is an Accounting company launched in 2007. Their services include Accounting.
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UndisclosedUndisclosed10 - 49São Paulo , Brazil
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Consultoria RR, an Accounting company, provides Accounting and Business Consulting. The agency is in São Paulo , Brazil.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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Dave's Efile & Accounting is an Accounting company. They are located in Hamilton, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Kolkata, India
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Chandan Agarwal is an Accounting company. Based in Kolkata, India, the agency offers Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Small Accounting company Bhatia & Co. Inc., is headquartered in New Delhi, India. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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Accounting company Rathnam & Murthy was launched in 1978. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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RRM & Associates LLP is an Accounting company. Founded in 2003, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Alappuzha, India
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Established in 1960, Rangamani & Co is an Accounting company. In Alappuzha, India, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Ernakulam, India
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JVR & Associates is a small Accounting company located in Ernakulam, India. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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John & James is an Accounting company. In Thiruvananthapuram, India, the team specializes in Accounting.
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UndisclosedUndisclosed50 - 249São Paulo, Brazil
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ORCOSE Contabilidade is a São Paulo, Brazil-based Accounting company. They focus on Accounting and were established in 1965.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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Sankar & Moorthy, a small Accounting company, is headquartered in Thiruvananthapuram, India. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Guarulhos, Brazil
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Fiel Empresa Contábil is an Accounting company. Located in Guarulhos, Brazil, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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RBS Escritório de Contabilidade is an Accounting company. The company is headquartered in São Paulo, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Accounting company Azienda Escritorio Tecnico Contabil S/C is located in São Paulo, Brazil. They focus on Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Rtcount Contabilidade Digital is an Accounting company. They are based in São Paulo, Brazil and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Notari Assessoria Contábil is an Accounting company. They are headquartered in São Paulo, Brazil and have small team. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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CHM Contábil is a small Accounting company in São Paulo, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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RWR Asesoria Contabíl is a small São Paulo, Brazil-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Solec Kujawski, Poland
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Biuro Rachunkowe Progres Center is an Accounting company. Their small team is based in Solec Kujawski, Poland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9São Paulo , Brazil
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Contábil Loreto, a small Accounting company, is based in São Paulo , Brazil. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nakło nad Notecią, Poland
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Arkadia Biuro Rachunkowe is a small Accounting company headquartered in Nakło nad Notecią, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Benetti e Castro is a small São Paulo, Brazil-based Accounting company. The team specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Świecie, Poland
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Biuro Rachunkowe Optinus Świecie, a small Accounting company, is headquartered in Świecie, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ciele, Poland
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Biuro rachunkowe Consulting Partners S.C. Is an Accounting company. Their team is located in Ciele, Poland. The company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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NUF Chartered Accountants is an Accounting company. Launched in 2009, the agency is headquartered in Dubai, United Arab Emirates and Sharjah, United Arab Emirates. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Billdal, Sweden
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Ekopeak Billdal is an Accounting company established in 2012. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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TRC Pamco is a small دبي, United Arab Emirates-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pakość, Poland
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BIURO Rachunkowe Atena is a small Pakość, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Västra Frölunda, Sweden
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Kontera Mera Redovisning AB, an Accounting company, is based in Västra Frölunda, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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BookRobo, a small Accounting company, is based in Dubai, United Arab Emirates. Their services include Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Escritório Contábil Mairro LTDA is an Accounting company. Headquartered in São Paulo, Brazil, the firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kungälv, Sweden
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Located in Kungälv, Sweden, Kungälvs Revisionsbyrå AB is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ajman, United Arab Emirates
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Suuncity Management Consultancy is an Accounting company located in Ajman, United Arab Emirates. They offer Accounting.
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UndisclosedUndisclosed2 - 9Greater Sudbury, Canada
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Sudbury East Bookkeeping & Tax Services Inc. Is an Accounting company. They are in Greater Sudbury, Canada. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ajman, United Arab Emirates
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Small Accounting company Denetim UR, is based in Ajman, United Arab Emirates. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Vancouver, Canada
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Baker & Company is an Accounting company. Their small team is headquartered in West Vancouver, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Evergreen Tax & Accounting Inc is an Accounting company. They were founded in 2012, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Gruber Accountancy is an Accounting company. The Los Angeles, California-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, SPENCER HONG CPA is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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SR FINANCIAL SERVICES INC is an Accounting company. Founded in 2020, the firm offers Accounting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Established in 1992, SGCO & Co. LLP is a midsize Accounting and Business Consulting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Weisz & Weisz CPAs Inc. Is an Accounting company. They are headquartered in Laguna Hills, California and have small team. They provide Accounting and Business Consulting.
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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.