Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.
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UndisclosedUndisclosed2 - 9Snellville, GA
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Thomas W Maxwell, CPA, an Accounting company, was founded in 2017. Located in Snellville, Georgia, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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JCOM Contabilidade is an Accounting company in Rio de Janeiro, Brazil. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Superavit Contabil, a small Accounting company, is based in Rio de Janeiro, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Curitiba, Brazil
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Staff RH is an Accounting company launched in 1978. Their team specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Based in Auckland, New Zealand, Nicoll Jackson accounting is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Small Accounting and Business Consulting company DFK Oswin Griffiths Carlton, is located in Auckland, New Zealand. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Auckland, New Zealand
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UHY Haines Norton Ltd is an Accounting company. The Auckland, New Zealand-based firm was launched in 1955. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lund, Sweden
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Amie Ekonomi is a small Lund, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Findex is an Accounting company. Established in 1987, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Staffanstorp, Sweden
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Åkerblom & Hansson Ekonomi & Skattekonsult AB is an Accounting company. They are headquartered in Staffanstorp, Sweden and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Löddeköpinge, Sweden
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Based in Löddeköpinge, Sweden, Camrer Ordning & Reda AB is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed10 - 49Malmö, Sweden
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Redovisning 2000 AB, a small Accounting company, is based in Malmö, Sweden. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Dublin 6W, Ireland
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Hugh McCarthy & Associates is an Accounting company headquartered in Dublin 6W, Ireland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Headquartered in Malmö, Sweden, Ekonomad Bokföring & Administration is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Gallagher Keane is an Accounting company established in 2012. In Dublin, Ireland, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Jonzon Revision, a small Accounting company, is in Malmö, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Rao Redovisning AB is an Accounting company. Their small team is based in Malmö, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Granberg Redovisningsbyrå AB is a small Malmö, Sweden-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Small Accounting company Urban Wejhag Consulting AB, is in Malmö, Sweden. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dublin 12, Ireland
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Regan & Company is a small Accounting company based in Dublin 12, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Aaqib Z. Shah Chartered Professional Accountant, is located in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Dillon is a small Accounting and Business Consulting company in Malmö, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mariestad, Sweden
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Skogsberg Revision is a small Accounting company located in Mariestad, Sweden. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin 15, Ireland
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ASL Accountants is an Accounting company. They are located in Dublin 15, Ireland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Motala, Sweden
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Riedels Redovisning is an Accounting company. They are located in Motala, Sweden and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerMotala, Sweden
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Catgo Consulting, a small Accounting company, is in Motala, Sweden. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nacka Strand, Sweden
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Göran Johansson Revisionsbyrå is a small Nacka Strand, Sweden-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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WWC, Professional Corporation is a small San Mateo, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dublin 1 , Ireland
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Accounting company Haydon Chartered Accountants was founded in 1990. The midsize team offers Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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G. S. KOHLI & CO. Is an Accounting company. They were launched in 1968 and offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Devaney & Durkin is a small Dublin, Ireland-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nagpur, India
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Small Accounting company Loya Bagri & Co., is headquartered in Nagpur, India. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Nagpur, India
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J. S. Uberoi & Co. Is an Accounting company. Their small team is headquartered in Nagpur, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Jain & Malhotra is a small Accounting company established in 1982. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nagpur, India
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C.N. Patel & Co is an Accounting company. The small Nagpur, India-based team provides Accounting. The agency was launched in 1970.
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UndisclosedUndisclosed2 - 9Dublin 14 , Ireland
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Farrell Accounting is an Accounting company headquartered in Dublin 14 , Ireland. They offer Accounting and Business Consulting and were launched in 1997.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Ved Jain And Associates is an Accounting company. The New Delhi, India-based company provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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HSOC Accountants is an Accounting company. They were launched in 1971, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin 6W, Ireland
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CGC Associates is an Accounting company. Their small team is headquartered in Dublin 6W, Ireland. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin 16, Ireland
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Guardian Management Accounting, an Accounting company, was launched in 2000. Based in Dublin 16, Ireland, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Dublin 2, Ireland
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PCCI Tax & Accounting is an Accounting company. Their small team is based in Dublin 2, Ireland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Gupta Vijay K & Co. Is an Accounting company. Launched in 2006, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Aaron Chan Accounting is an Accounting company. They are headquartered in Toronto, Canada and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Jagdish Chand & Co. Is a small New Delhi, India-based Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin 22, Ireland
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Small Accounting company O'Connell & Associates, is headquartered in Dublin 22, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin 7, Ireland
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Founded in 1990, Wallace O'Donoghue Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Satyendra Jain & Associates is an Accounting and Business Consulting company. The company is headquartered in New Delhi, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Avid Accountants is an Accounting company. They are located in Glasgow, Scotland. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Statesboro, GA
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Based in Statesboro, Georgia, Joe Westerfield, CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Located in Winston-Salem, North Carolina, Brendle Financial Group, LLC is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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- In-depth client interviews and ratings
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List of the Top 15 Financial Services Companies
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$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
37.8/40.017.8/20 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+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.8/40.017.6/20 Reviews8.8/10 Clients & Experience9.5/10 Market PresenceService focus
25% Accounting75% 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 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
32.8/40.016.2/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 - $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+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.1/40.015.6/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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 -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.