Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Albany, GA
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Anita Williams Income Tax is a small Accounting company based in Albany, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leesburg, GA
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Garland, Williams & Associates, P.C. Is an Accounting company. Their small team is located in Leesburg, Georgia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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In Kolkata, India, Easy Tax Solution Kolkata is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Established in 1986, Chandabhoy & Jassoobhoy is a small Mumbai, India-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Georgina, Canada
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Maria's Income Tax Service, a small Accounting company, is in Georgina, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sault Ste. Marie, Canada
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Small Accounting company Marian's Bookkeeping & Tax Service, is located in Sault Ste. Marie, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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William Mahanian, CPA An Accountancy Corporation is an Accounting company established in 1988. The team provides Accounting and is headquartered in Los Angeles, California.
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UndisclosedUndisclosed2 - 9St. Catharines, Canada
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TAS Ontario, an Accounting company, specializes in Accounting. The agency is in St. Catharines, Canada.
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UndisclosedUndisclosed2 - 9Springfield, MO
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In Springfield, Missouri, Cirtin Investigation LLC is a small Accounting and HR Consulting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Waterloo, Canada
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Launched in 2003, Tax Care Inc. Is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Cumming, GA
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Clark L Tomlin Jr CPA PC is a small Cumming, Georgia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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GMJ CA is an Accounting and Business Consulting company. Founded in 1986, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Bay, Canada
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Headquartered in North Bay, Canada, Grants Tax Preparation is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Athens, GA
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WBH Consulting, a small Accounting company, is in Athens, Georgia. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Boise, ID
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Employers Resource is a PEO/Employee Leasing company based in Boise, Idaho and Anaheim, California. They focus on PEO/Employee Leasing and Accounting and were launched in 1985.
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UndisclosedUndisclosed2 - 9Jarocin, Poland
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Accounting company Biuro Rachunkowe Karolina Dudziak-Krzyżaniak offers Accounting. They were founded in 1994.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Atlas Eva Chartered Services LLP is an Accounting company. Founded in 2008, the team focuses on Accounting and Business Consulting. The agency is in Mumbai, India.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Anna Cegielska, an Accounting company, is located in Poznań, Poland. Launched in 2014, the team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Schramma i Wspólnicy is a small Accounting company. They provide Accounting and were established in 2018.
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UndisclosedUndisclosed2 - 9Leszno, Poland
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Tabert przyniczka. Prawo i podatki is an Accounting company. Their small team of employees is headquartered in Leszno, Poland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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K. Jana & Associates is an Accounting company launched in 2001. Located in Kolkata, India, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Luboń, Poland
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Accounting company Biuro Rachunkowe CASH was established in 1995. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Ranjit Jain & Co is an Accounting company. Their small team is in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Founded in 1963, Chaturvedi & Co. Is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Small Accounting company ERP SYSTEM, is in Poznań, Poland. Their services include Accounting.
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UndisclosedUndisclosed10,000+Danderyd , Sweden
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Accounting company Cool Company Scandinavia AB is in Danderyd , Sweden. Launched in 2009, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Danderyd, Sweden
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Small Accounting company McKinley Redovisningsbyrå, is headquartered in Danderyd, Sweden. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Täby,, Sweden
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Accounting company Företagsgruppen Sweden AB was launched in 2000. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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S D Y & Co. Is an Accounting company. They are headquartered in Kolkata, India, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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C K Prusty & Associates, a small Accounting company, is located in Kolkata, India. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Täby, Sweden
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Accounting company Account Factory Sweden is in Täby, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Arihant Jain & Associates LLP, an Accounting company, is in Kolkata, India. They provide Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Maheshwari & Associate is a small Kolkata, India-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Kolkata, India
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Small Accounting company Garv & Affiliates, is in Kolkata, India. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Huddinge, Sweden
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Headquartered in Huddinge, Sweden, Tirfing Företagsservice is an Accounting company. They provide Accounting and Business Consulting and were launched in 1975.
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UndisclosedUndisclosed2 - 9Nacka,, Sweden
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Adderation AB is a Nacka,, Sweden-based Accounting company. They focus on Accounting and were founded in 1995.
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UndisclosedUndisclosed2 - 9Solna, , Sweden
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Based in Solna, , Sweden, Ekonomikonsulterna i Råsunda AB is an Accounting company. They focus on Accounting and Business Consulting and were founded in 2001.
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UndisclosedUndisclosed2 - 9Vilas, NC
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Xcel Accounting is an Accounting company. Launched in 2003, their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Växjö, Sweden
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Ramde Consulting AB is an Accounting company. Their small team is based in Växjö, Sweden. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Biuro Rachunkowe Rach-Mal s.c., a small Accounting company, is headquartered in Poznań, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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WysoccyZaborowscy Sp.z.o.o. Sp.k. Is an Accounting company. They are based in Poznań, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fatih , Türkiye
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In Fatih , Türkiye, Fatih Denetim ve Müşavirlik Hizmetleri is an Accounting company. Launched in 1953, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Ekonomiexperten i Sverige AB is an Accounting company. Their small team is headquartered in Alvesta, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Grant Thornton - UAE, an Accounting company, is based in. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Based in Poznań, Poland, Szwak i Spółka Sp. Z o.o. Is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Hopen Contabilidade SP is an Accounting company. The team offers Accounting and is located in São Paulo, Brazil.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Holder Contabilidade e Consultoria is an Accounting company. Based in São Paulo, Brazil, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Nogal Escritário de Contabilidade, a small Accounting company, is based in São Paulo, Brazil. The team specializes in Accounting and Digital Strategy.
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UndisclosedUndisclosed10 - 49
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Small Accounting company Stuart & Hamlyn, is in Garhoud, United Arab Emirates. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mockfjärd, Sweden
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Mockfjärds Redovisning AB, an Accounting company, was founded in 2015. The firm specializes in Accounting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.