Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed2 - 9Stockholm, Sweden
Services provided
Xellence Business Development is a small Accounting company located in Stockholm, Sweden. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Smithtown, NY
Services provided
Accounting company Michels & Hanley CPAs, LLP is in Smithtown, New York. Founded in 2003, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockholm, Sweden
Services provided
Pd ekonomitjänster, a small Accounting company, is located in Stockholm, Sweden. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Saltsjö-boo, Sweden
Services provided
Established in 2005, Nacka Konsulterna AB is a small Accounting company. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockholm, Sweden
Services provided
Divetas AB is an Accounting company. Their small team is headquartered in Stockholm, Sweden. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Stockholm, Sweden
Services provided
N&W Global Accounting is a small Stockholm, Sweden-based Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9London, England
Services provided
Accountants East London is an Accounting company. Their small team is located in London, England. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49AAF, Argentina
Services provided
Estudio Lucca is an Accounting company. The AAF, Argentina-based company offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49London , England
Services provided
Tax Innovations is a London , England-based Accounting company. Established in 1995, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
Golden Leader accounting office sp. Z o. O is a small Warszawa, Poland-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
Services provided
Aspect Finance Sp. Z o.o. Is an Accounting company. They are headquartered in Bydgoszcz, Poland and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
Services provided
Founded in 1991, Biuro rachunkowe Bilans sc is an Accounting company. The team offers Accounting and is based in Bydgoszcz, Poland.
Read more -
UndisclosedUndisclosed2 - 9Toruń, Poland
Services provided
BIUCZER Law and Tax Office is an Accounting company. Established in 1994, their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Łódź, Poland
Services provided
KRZYSZTOF LIPCZYK, an Accounting company, is based in Łódź, Poland. They specialize in Accounting and were founded in 2009.
Read more -
UndisclosedUndisclosed50 - 249Bengaluru, India
Services provided
RK Information Technologies (India) Pvt. Ltd., a midsize Accounting company, is based in Bengaluru, India. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
Chaturvedi & Shah is an Accounting company. They offer Accounting and are based in Mumbai, India.
Read more -
UndisclosedUndisclosed2 - 9London, England
Services provided
Kaab Chartered Accountants is an Accounting company. They are headquartered in London, England and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chennai, India
Services provided
Brahmayya & Co. Is an Accounting company. They specialize in Accounting and were launched in 1932.
Read more -
UndisclosedUndisclosed2 - 9Łódź, Poland
Services provided
BIURO RACHUNKOWO-KSIĘGOWE AGATA NYKIEL-PATALAS is an Accounting company. Their small team of employees is based in Łódź, Poland. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Robert A. Morin, CPA is an Accounting company. They are based in Los Angeles, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Łódź, Poland
Services provided
Founded in 2015, Taxform Sp z o o Certyfikowane biuro rachunkowe, a small Accounting company, is headquartered in Łódź, Poland. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Chennai, India
Services provided
Established in 1950, V Ramaratnam & Company is an Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Łódź, Poland
Services provided
DK Biuro Rachunkowe is an Accounting company. They are in Łódź, Poland and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Łódź, Poland
Services provided
In Łódź, Poland, Crede Experto is an Accounting company. They specialize in Accounting and were launched in 2005.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
SimpleTime is an Accounting company founded in 2017. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wuppertal, Germany
Services provided
Accounting company Stroesser Lazar PartG mbB is headquartered in Wuppertal, Germany. They focus on Accounting and Business Consulting and were launched in 2014.
Read more -
UndisclosedUndisclosed50 - 249Mumbai, India
Services provided
APMH Moores Rowland Advisory Pvt Ltd is an Accounting and Business Consulting company. They are based in Mumbai, India and have midsize team. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Seacrest Consulting Group is an Accounting company. The Stockton, California-based team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
Accounting company Wade, Howard & Associates, CPAs LLC was launched in 2008. The company provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dublin 2, Ireland
Services provided
TAI Consultants is a small Dublin 2, Ireland-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Citrus Heights, CA
Services provided
David Chee, CPA is an Accounting company. Founded in 2005, the company provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
Small Accounting company Elaine L. Jacobson, CPA, is based in El Cajon, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
CATHY ROOT & ASSOCIATES CPA is an Oakland, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alpine, CA
Services provided
In Alpine, California, Michelle M. Wheelington, CPA is an Accounting company. They specialize in Accounting.
Read more -
UndisclosedUndisclosed10 - 49London, England
Services provided
Nexa Accountants is an Accounting company. Founded in 2008, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alpine, CA
Services provided
Christopher W. Wilmot, CPA is an Accounting company launched in 2017. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
Deepak & Associates, Taxation Law Firm is a small Accounting company in Mumbai, India. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alpine, CA
Services provided
Accounting company ON LINE BOOKKEEPING & TAX SERVICE, INC is in Alpine, California. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wuppertal, Germany
Services provided
Accounting and Business Consulting company Steuerberatungsbüro Knauf is in Wuppertal, Germany. Founded in 1951, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9La Mesa, CA
Services provided
Small Business Services, Inc., an Accounting company, is located in La Mesa, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49North Sydney, Australia
Services provided
Keeping Company is an Accounting company. Located in North Sydney, Australia, their small team offers Accounting. The firm was established in 2011.
Read more -
UndisclosedUndisclosed50 - 249Santee, CA
Services provided
Flores Financial Services, Inc. Is an Accounting company established in 1982. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
Bakliwal & Co is an Accounting company. They are based in Mumbai, India and have small team of experts. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Powder Springs, GA
Services provided
Marr Tax & Accounting, LLC is an Accounting company. Their small team is located in Powder Springs, Georgia. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9White Oak, TX
Services provided
Jennifer Crone, CPA. Is a small White Oak, Texas-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Duluth, GA
Services provided
David Yang, Certified Public Accountant, a small Accounting company, is headquartered in Duluth, Georgia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Melbourne, Australia
Services provided
Accountant Australia, a small Accounting company, is based in Melbourne, Australia. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9London, England
Services provided
2E Accountants Ltd is a small London, England-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Duluth, GA
Services provided
S Accounting & Tax, LLC is an Accounting company. They are located in Duluth, Georgia and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49London, England
Services provided
Accounting company Berley Chartered Accountants is headquartered in London, England. The team offers Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$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.