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 - 9Fayetteville, GA
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Accounting company Astrel Bookkeeping LLC is headquartered in Fayetteville, Georgia. They focus on Accounting and were launched in 2005.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Small Accounting company Consultar Contabilidade, is located in São Paulo, Brazil. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249São Paulo, Brazil
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Accounting company NK Contabilidade was established in 1977. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Älvsjö, Sweden
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IAM Consulting is an Accounting company. The small Älvsjö, Sweden-based team provides Accounting and Business Consulting. The company was established in 2011.
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UndisclosedUndisclosed2 - 9Marseille, France
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Cabinet Carmignani, a small Accounting company, is located in Marseille, France. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Burwood, Australia
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Fehons is an Accounting company established in 1968. Their services include Accounting.
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UndisclosedUndisclosed50 - 249São Paulo, Brazil
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SENADOR ORGANIZAÇÃO CONTÁBIL is an Accounting company in São Paulo, Brazil. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marseille, France
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Budiz is a small Accounting company based in Marseille, France. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Small Accounting company Queiroz & Venancio Business Consulting, is based in São Paulo, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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EFEKT Law and Tax Office is a Łódź, Poland-based Accounting company. Founded in 1994, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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BIURO RACHUNKOWE EBIT is a small Łódź, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Founded in 1980, S.P.D.C II CONTÁBIL SOCIEDADE SIMPLES LTDA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Werkhoven, Netherlands
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NielenVanDeLaar accountants B.V., an Accounting and Business Consulting company, is in Werkhoven, Netherlands. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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In Łódź, Poland, Emprise Biuro Rachunkowe is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Small Accounting company KDŁ GROUP SP. Z OO, is based in Łódź, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Utrecht, Netherlands
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AAVV Belastingadviseurs Accountant is a small Accounting company founded in 2002. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Accounting company Accounting Office Katarzyna Ganicz is based in Łódź, Poland. They focus on Accounting and were launched in 2007.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Cayro Contabilidade is an Accounting company founded in 1972. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company The MacPherson Group, is based in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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EFIRMA.PL Biuro Rachunkowe is an Accounting company. Their small team is located in Łódź, Poland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Slough, England
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Small Accounting company Quantum Accountancy, is in Slough, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Accounting company Attentive Contabilidade e Serviços S/S was established in 2003. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Nice, France
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GFE - Gestion France Entreprises is a Business Consulting company founded in 1975. The midsize team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Biuro Rachunkowe Dariusz Kluska is an Accounting company. Their small team is headquartered in Łódź, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Reading, England
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Accounting company Berkshire Accountants Limited offers Accounting. They were established in 2007.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Apoio Contabilidade is a small São Paulo, Brazil-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Maidenhead, England
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Small Accounting company DRG Chartered Accountants, is headquartered in Maidenhead, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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MIRAKO Accounting Office Łódź is an Accounting company. Established in 2007, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Reading, England
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Throgmorton UK Limited is an Accounting company. Their midsize team of employees is headquartered in Reading, England. Their team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Maidenhead, England
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Small Accounting company Craufurd Hale LLP, is in Maidenhead, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Reading, England
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Keen Young & Company is an Accounting company. Their small team is headquartered in Reading, England. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Slough, England
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Launched in 1990, Albaraka Limited is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Windsor, England
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Windsor Accountancy is a small Accounting company based in Windsor, England. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Maidenhead, England
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Launched in 1979, Knight and Company Accountants is a small Maidenhead, England-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Reading, England
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Accounting company James Cowper Kreston is in Reading, England. They specialize in Accounting and Business Consulting and were established in 1926.
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UndisclosedUndisclosed2 - 9Slough, England
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Asmat & Co is a small Slough, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newbury, England
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EJBC Chartered Accountants is an Accounting company located in Newbury, England. They offer Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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BIURO RACHUNKOWE "DORADCA" SP. Z O. O is a small Accounting company located in Łódź, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bracknell, England
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Small Accounting company Performance Accountancy, is in Bracknell, England. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Nice, France
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Accounting company NICEXPERT was established in 2012. In Nice, France, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wokingham, England
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Choice Accountants Limited is an Accounting company. The team offers Accounting and Business Consulting, and the agency is in Wokingham, England.
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UndisclosedUndisclosed2 - 9Wokingham, England
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Launched in 2014, Millward, May & Co is an Accounting company. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Wokingham, England
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Small Accounting company A C S Accounting Berkshire Ltd, is headquartered in Wokingham, England. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9College Town, England
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In College Town, England, PPK Accountants Ltd is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Windsor, England
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Three Kings Accounting Ltd is an Accounting company launched in 2006. Located in Windsor, England, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Accounting company Biuro Rachunkowe KONSENS Sp. Z o was launched in 2005. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Calcot, England
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Dead Simple Accounting is an Accounting company. Their small team is located in Calcot, England. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Crowthorne, England
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AAS Accountants Ltd, an Accounting company, was founded in 1999. They offers Accounting.
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UndisclosedUndisclosed2 - 9Reading, England
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Launched in 1995, Avalon Accounting Limited is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Taplow, England
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Stiles & Company is an Accounting company. They are located in Taplow, England and have small team. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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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 / hr1,000 - 9,999San 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.