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 - 9La Mirada, CA
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EMC/ESU Business Services, Inc., an Accounting company, was founded in 2009. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9London , England
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In London , England, Valentis is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9London , England
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Lamosa Business Services, an Accounting company, specialize in Accounting. They were established in 2015.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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Small Accounting company Biuro Rachunkowe Karolina Olszewska, is located in Bydgoszcz, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Chartax Accountancy Limited is a small Accounting company based in London, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Liberty, MO
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Tax Time, MO, a small Accounting company, is headquartered in Liberty, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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BIURO RACHUNKOWE CONCEPCION is a small Bydgoszcz, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Liberty, MO
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The Fullinwider Firm, LLC is an Accounting company. They are based in Liberty, Missouri and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kansas City, MO
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Complete Business Tax Services Inc. Is an Accounting company. Their small team is in Kansas City, Missouri. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Small Accounting company Gksureka & Co., is located in New Delhi, India. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Caracas, Venezuela
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RG13 Consultores, an Accounting company, was launched in 2013. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9La Mirada, CA
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Jang and Company Accountancy Corporation, an Accounting company, was established in 2000. The team offers Accounting and is located in La Mirada, California.
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UndisclosedUndisclosed2 - 9Liberty, MO
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RCJones & Associates, a small Accounting company, is in Liberty, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greater Sudbury, Canada
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Established in 1985, Conroy Accounting and Income Tax, a small Accounting company, is located in Greater Sudbury, Canada. Their team specializes in Accounting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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AKGVG & Associates is an Accounting company. The team focuses on Accounting, and the agency is in New Delhi, India.
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UndisclosedUndisclosed10 - 49Caracas, Venezuela
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Selecta Asesores is an Accounting company. They offer Accounting and Business Consulting and are based in Caracas, Venezuela.
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UndisclosedUndisclosed2 - 9Thunder Bay, Canada
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Shyon Kelly - Certified General Accountant is an Accounting company. Their small team is headquartered in Thunder Bay, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Located in Mumbai, India, RPAC - Rahul Pramod & Co. Is an Accounting and Business Consulting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Founded in 2012, Rupesh Patil and Associates is an Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Excelsior Springs, MO
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Broadbent, Houts & Co., P.C. Is an Accounting company. They are located in Excelsior Springs, Missouri and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bengaluru, India
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Established in 1992, Gowthama & Company is an Accounting company. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Salem, India
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Anand And Associates is an Accounting company. The Salem, India-based company was launched in 1981. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Suresh & Co, a small Accounting company, is located in Bengaluru, India. The team provides Accounting.
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UndisclosedUndisclosed250 - 999Columbia, MO
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Bukaty Companies is an Accounting company. Launched in 1992, the agency is headquartered in Columbia, Missouri and Leawood, Kansas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Augusta, GA
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SME CPAs, a midsize Accounting company, is headquartered in Augusta, Georgia and Aiken, South Carolina. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bengaluru, India
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B.C Shetty & Co. Is a small Accounting company headquartered in Bengaluru, India. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Bengaluru, India
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K. Ravi & Associates is an Accounting company. They are based in Bengaluru, India and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Accounting company Vivek Shah & Co offers Accounting and Business Consulting. They were established in 2013.
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UndisclosedUndisclosed10 - 49Bengaluru, India
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Accounting company BSKN & Co was founded in 2010. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Jain Gangwal & Associates, an Accounting company, was launched in 1992. The team provides Accounting and Business Consulting and is located in Mumbai, India.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Nitin Gada & Co is an Accounting and Business Consulting company. They are in Mumbai, India. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Clarita, CA
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Minuteman Taxpayer Advocates Inc. Is an Accounting company. They specialize in Accounting and are located in Santa Clarita, California.
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UndisclosedUndisclosed2 - 9London , England
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Small Accounting company City Tax Man, is located in London , England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Caracas, Venezuela
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Auditores Externos de Venezuela, an Accounting company, was established in 2006. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Hoppen, Graça & Co is an Accounting company. They are located in England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London , England
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RBS Accountants Ltd is a small Accounting company in London , England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Founded in 2007, G&C Accounting is an Accounting company. The team focuses on Accounting and is in London, England.
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UndisclosedUndisclosed10 - 49Manhattan Beach, CA
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Phenomenal Tax & Accounting Services, LLC is an Accounting company. The Manhattan Beach, California-based company focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Founded in 2013, Square Mile Accounting is an Accounting company. In London, England, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Legends of Ledgers Ltd. Is an Accounting company launched in 2018. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Ecommerce Accountants is an Accounting company. They are located in London, England and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9North Bay, Canada
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Alex McKillop Tax is a small North Bay, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Komoka, Canada
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Accounting company RS2000 Tax Consultants Inc. Is located in Komoka, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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Biuro księgowe Jagiellonika is a small Bydgoszcz, Poland-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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Biuro Rachunkowe M-PLUS Magdalena Chrapkowska is an Accounting company. Their small team is based in Bydgoszcz, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Marysville, CA
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Accounting company James D. Sharpe CPA is headquartered in Marysville, California. They offer Accounting and were founded in 2011.
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UndisclosedUndisclosed2 - 9Barrie, Canada
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Bolland Associates Chartered Professional Accountants, a small Accounting company, is headquartered in Barrie, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Leon Jaferian, CPA Inc., an Accounting company, was founded in 1997. Located in Los Angeles, California, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Timmins, Canada
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Founded in 2013, YPBS Consulting is a small Timmins, Canada-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wuppertal, Germany
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GKS Rechtsanwälte is a small Accounting company in Wuppertal, Germany. Their services include 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.