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 - 9Mumbai, India
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J Singh & Associates, an Accounting company, focuses on Accounting. The agency is based in Mumbai, India.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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Thajudeen & Associates is a small Accounting company located in Thiruvananthapuram, India. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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Ranjit Karthikeyan Associates is an Accounting company. Located in Thiruvananthapuram, India, their small team provides Accounting. The firm was founded in 1994.
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UndisclosedUndisclosed2 - 9Kazhakkoottam, India
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Bindhu S B & Associates is an Accounting company. Their small team is headquartered in Kazhakkoottam, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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The Planer Group, an Accounting company, was established in 1993. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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In Stockholm, Sweden, OWL REDOVISNING & KLOKA RÅD is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kochi, India
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Established in 1986, Isaac and Suresh Chartered Accountants is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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Ramesh Nilkant & Associates is an Accounting company. They are headquartered in Thiruvananthapuram, India and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Accounting company MGB Partners, LLP CPAs and Advisors is in Los Angeles, California. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Solid Administration is an Accounting company in Stockholm, Sweden. Launched in 2007, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Whittier, CA
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Accounting company Melody Graham, CPA is headquartered in Whittier, California. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Bromma,, Sweden
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Bolagskontakt Sverige AB is a Bromma,, Sweden-based Accounting company. Launched in 2001, the team offers Accounting and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Founded in 1998, Cindy Cline & Company is a small Atlanta, Georgia-based Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Rt Contábil Digital is a small Accounting company in São Paulo, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lilburn, GA
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Accounting company Aarth Accounting offers Accounting. They were launched in 2008.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Monish D Shah & Associates is an Accounting company. Established in 2014, the agency is located in Mumbai, India. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Founded in 2019, 5accounting Accounting & Tax Solutions is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Stockholm, Sweden
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View Ledger AB is a Stockholm, Sweden-based Accounting company. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Kottayam, India
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Thomas & Associates is an Accounting company. They are based in Kottayam, India and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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Small Accounting company Biju P Nair and Associates, is in Thiruvananthapuram, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9High Shincliffe, England
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3S Accountancy, a small Accounting company, is in High Shincliffe, England. Their services include Accounting.
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UndisclosedUndisclosed50 - 249
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Launched in 2004, ECIT Services AB is a midsize Accounting company. Their team specializes in Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Whittier, CA
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Headquartered in Whittier, California, Legend Tax is an Accounting company. Established in 2010, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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ISK & Associates is an Accounting and Business Consulting company. Launched in 1982, the firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thunder Bay, Canada
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Consumers Financial Services is an Accounting company. Headquartered in Thunder Bay, Canada, their small team offers Accounting. The agency was launched in 1977.
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UndisclosedUndisclosed10 - 49
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SUPERVIZION is an Accounting and Business Consulting company. Their small team of employees is headquartered in Stockholm, Sweden. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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Small Accounting company Bittu Abraham & Associates, is in Thiruvananthapuram, India. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Stockholm, Sweden
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Mazars Set Revisionsbyrå AB, an Accounting company, was established in 1930. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thiruvananthapuram, India
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Nibu Jacob & Associates is an Accounting company. Their small team is located in Thiruvananthapuram, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nagpur, India
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Launched in 1976, Krishna Moorthy & Co. Is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Stockholm,, Sweden
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Launched in 1989, Maroni Redovisningsbyrå AB is an Accounting company. The team focuses on Accounting and Business Consulting and is in Stockholm,, Sweden.
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UndisclosedUndisclosed2 - 9Chennai, India
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Accounting company R. G. N. Price & Co. Was launched in 1945. In Chennai, India, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Kochi, India
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PSDY & Associates is an Accounting company. Established in 2004, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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S. Lodha & Co is a Mumbai, India-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Göteborg,, Sweden
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Founded in 2011, Ekord AB is a small Accounting company headquartered in Göteborg,, Sweden. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Madurai, India
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K V & Co. Is a small Accounting company. They offer Accounting and were founded in 2011.
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UndisclosedUndisclosed2 - 9Göteborg, , Sweden
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Actricia Skatt & Redovisning, an Accounting company, specialize in Accounting. They were founded in 1998.
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UndisclosedUndisclosed2 - 9Göteborg,, Sweden
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Panthea Capital AB is an Accounting company. Headquartered in Göteborg,, Sweden, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Navalar Nagar, India
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Small Accounting company E. S. Vasan & Co., is located in Navalar Nagar, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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T.Raghavendran & Associates (TRACA) is an Accounting company established in 2011. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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A. John Moris & Co is an Accounting company. They are located in Chennai, India, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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V Narayanan & Co is an Accounting company located in Chennai, India. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Göteborg,, Sweden
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Established in 2007, Your Office, a small Accounting company, is based in Göteborg,, Sweden. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Chennai, India
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S Kalyanaraman & Co LLP is a small Chennai, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Göteborg,, Sweden
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8082 Ekonomi AB is a small Göteborg,, Sweden-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Göteborg, , Sweden
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SpeedLedger AB, an Accounting company, was established in 2000. The company offers Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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J. Arthur Greenfield & Co. LLP, CPA's is an Accounting company. Based in Los Angeles, California, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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Biuro Rachunkowe ABAK, an Accounting company, was launched in 2008. The team offers Accounting and is in Toruń, Poland.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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Biuro Rachunkowe BETA Beata Puchalska is an Accounting company. Located in Bydgoszcz, Poland, the firm provides Accounting.
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UndisclosedUndisclosed2 - 9Aleksandrów Kujawski, Poland
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Accounting company Biuro Rachunkowe Anna Kocieniewska was founded in 2009. The team offers Accounting and is headquartered in Aleksandrów Kujawski, Poland.
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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.