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 - 9Windsor, Canada
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Maurice Morneau Tax is an Accounting company. They are in Windsor, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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In Mumbai, India, Sandeep Sawant & Co. Is an Accounting company. Founded in 2009, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sault Ste. Marie, Canada
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Priddle-Luck Thibeault LLP is a small Sault Ste. Marie, Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Calhoun, GA
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Small Accounting company Brock Income Tax Service LLC, is headquartered in Calhoun, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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MNRD & Associates is an Accounting company. They are located in Mumbai, India. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Canton, GA
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A&E Accounting Tax Service is an Accounting company. Launched in 2008, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Small Accounting and Business Consulting company Tarak Gor And Associates, is headquartered in Mumbai, India. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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P D J & ASSOCIATES, an Accounting company, offer Accounting and Business Consulting. They were founded in 2017.
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UndisclosedUndisclosed2 - 9Bethesda, MD
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Calibre CPA Group, PLLC is a small Bethesda, Maryland-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Inowrocław, Poland
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"DENAR" Biuro Podatkowo-Finansowe is an Accounting company launched in 2003. Headquartered in Inowrocław, Poland, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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TAXTIME Biuro Rachunkowe is an Accounting company. Their small team is based in Bydgoszcz, Poland. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Glendale, CA
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Founded in 1956, Lee, Sperling, Hisamune Accountancy Corporation, a small Accounting company, is in Glendale, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
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Prager Metis CPAs is an Accounting company established in 2013. The midsize team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chojnice, Poland
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SOFINA Biuro Rachunkowe is an Accounting company. They are in Chojnice, Poland and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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Statera Consulting is a small Toruń, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Buffalo, NY
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Freed Maxick CPAs, P.C. Is a Buffalo, New York-based Accounting company. They specialize in Accounting and were founded in 1958.
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UndisclosedUndisclosed2 - 9Mumbai, India
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B. Khatri & Co. Is an Accounting and Business Consulting company in Mumbai, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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Kancelaria Doradztwa Podatkowego TAXTOR is a Toruń, Poland-based Accounting company. They provide Accounting and were founded in 1995.
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UndisclosedUndisclosed10 - 49Hull, England
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Accounting company 360, Chartered Accountants was launched in 2010. The team specializes in Accounting and is headquartered in Hull, England.
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UndisclosedUndisclosed50 - 249Rochester, NY
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Insero & Co. CPAs, an Accounting company, is in Rochester, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Small Accounting company Revicont - Assessoria e Consultoria Contábil, is in São Paulo, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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Launched in 1994, Topeco Biuro rachunkowe, a small Accounting company, is based in Toruń, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rochford, England
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Accounting IT Limited, an Accounting company, is based in Rochford, England. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Syracuse, NY
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In Syracuse, New York, Bowers & Company CPAs PLLC is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Świecie, Poland
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Established in 2003, Kancelaria Rachunkowo Doradcza "ABAKS" Anna Wolicka-Arym is a small Accounting company located in Świecie, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Gniewkowo, Poland
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Biuro Rachunkowe Barbara Owczarzak is an Accounting company. They are in Gniewkowo, Poland and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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MSR Audyt is an Accounting company. They are based in Toruń, Poland and have small team. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Located in Mumbai, India, B.P.L Associates is an Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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Strictly Accounting CPA is a small Stamford, Connecticut-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Iława, Poland
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Launched in 1994, Pool Biuro Rachunkowe is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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NYC Tax guys is a small Accounting company founded in 2010. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Ashra & Company, a small Accounting and Business Consulting company, is based in Mumbai, India. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toruń, Poland
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In Toruń, Poland, Kancelaria Podatkowa w Toruniu is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Torrance, CA
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Located in Torrance, California and Irvine, California, Teshima & Company, CPA is an Accounting company. Launched in 1983, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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RSJ Assessoria e Consultoria Contábil is an Accounting company. They are headquartered in São Paulo, Brazil, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Mahesh Patira & Company is an Accounting and Business Consulting company. They are in Mumbai, India and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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DPS & Co, an Accounting and Business Consulting company, provides Accounting and Business Consulting. The agency is located in Mumbai, India.
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UndisclosedUndisclosed10 - 49Osasco, Brazil
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Consulesp Contabilidade e Gestão de Empresas is an Accounting company. The company is located in Osasco, Brazil. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Headquartered in Torrance, California, Ume & Associates Inc CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Asit Mehta & Associates is an Accounting company. Their team is located in Mumbai, India and offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Coan Contabil, an Accounting company, was launched in 1981. In São Paulo, Brazil, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Chen and Sun CPA is an Accounting company founded in 2014. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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RHN CPA, a small Accounting company, is located in Vancouver, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Torrance, CA
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Launched in 2014, Skevin CPA is an Accounting company. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Small Accounting company Chad R. Turner & Associates, Inc., is located in Torrance, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Based in Torrance, California, Lieb, Cody and Co., CPA's, Inc. Is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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AUDYTOR Spółka Partnerska Biegłych Rewidentów is an Accounting company. They are in Poznań, Poland and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Lamp Financial is a small Vancouver, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Rustanius and Norton CPA, PC is an Accounting company. They are located in Torrance, California and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Ty Consulting is an Accounting company. They are headquartered in Vancouver, Canada and have small team. 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 - 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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% 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.