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 - 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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UndisclosedUndisclosed2 - 9Windsor, England
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Small Accounting company Accounttax Chartered Certified Accountants, is in Windsor, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Crowthorne, England
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Barrett & Co CPAs is an Accounting company. They are located in Crowthorne, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Biuro rachunkowe Annpit is a small Accounting company based in Łódź, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Biuro Doradztwa i Obsługi Podatkowej Janusz Plichta, an Accounting company, provide Accounting. They were established in 1993.
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UndisclosedUndisclosed2 - 9Chico, CA
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Holly B. Pladson CPA is an Accounting company located in Chico, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ahmedabad, India
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Pradip B Gandhi is a small Ahmedabad, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Jaipur, India
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Om Accounting is an Accounting company established in 2009. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Chico, CA
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Accounting company George M. Jackson, CPA was launched in 2015. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chico, CA
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Meester & Company, Inc. Is a small Chico, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chico, CA
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Sandra Stokes, CPA is an Accounting company. They specialize in Accounting and were launched in 1990.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Arch Tax Service is a small Accounting company located in Atlanta, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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TD&A Certified Accountants, a small Accounting company, is based in London, England. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49London , England
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Clearstone Business Services is a small Accounting company. Founded in 2010, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Goiânia, Brazil
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Accounting company EXE Outsourcing Office is headquartered in Goiânia, Brazil. They specialize in Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Gainesville, GA
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Based in Gainesville, Georgia, Swift Tax & Accounting is an Accounting company. They provide Accounting and were founded in 2006.
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UndisclosedUndisclosed2 - 9Chico, CA
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Accounting company Parris and Associates, LLP is located in Chico, California. They specialize in Accounting and were founded in 2017.
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UndisclosedUndisclosed2 - 9Pittsburg, CA
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C&C Bookkeeping & Tax Services is an Accounting company. They are located in Pittsburg, California and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Goiânia, Brazil
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Sensu Contabilidade is a small Accounting company located in Goiânia, Brazil. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9London, England
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VK Accountancy Ltd is an Accounting company. Their small team of employees is based in London, England. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Gainesville, GA
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Atlas Taxes, a small Accounting company, is headquartered in Gainesville, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Majestic Chartered Accountants is a small Accounting company located in London, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Chico, CA
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Richard W. Powell, Certified Public Accountant, Inc. Is a small Accounting company launched in 2017. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerBrentwood, CA
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Based in Brentwood, California, Cheryl A. Newton Tax & Accounting Services is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9London , England
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1st Class Accounts is an Accounting company. Their small team is headquartered in London , England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Norcross, GA
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1st Choice Tax & Financial Services is an Accounting company. Based in Norcross, Georgia and Gainesville, Georgia, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Small Accounting company NYO Chartered Accountants, is headquartered in London, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fortitude Valley, Australia
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Accounting company Inspire Life Changing Accountants is located in Fortitude Valley, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yucca Valley, CA
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Rarick Financial Group is an Accounting company. They specialize in Accounting and are in Yucca Valley, California.
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UndisclosedUndisclosed2 - 9Brentwood, CA
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Located in Brentwood, California, Smeed CPA is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2006.
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UndisclosedUndisclosed2 - 9London, England
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Mladen Jovasevic & Co is an Accounting company. They are based in London, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Snellville, GA
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Lamber Accounting & Tax Services, an Accounting company, is in Snellville, Georgia. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Expert Accounting & Finance is a small London, England-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Founded in 2010, Accountancy Online is a small Melbourne, Australia-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Longmont, CO
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LBS Taxes, an Accounting company, was founded in 2004. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9London, England
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NRV Tax Ltd is an Accounting company. Their small team is based in London, England. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Longmont, CO
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Brookside Bookkeeping Services is an Accounting company established in 2016. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Canning Vale, Australia
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Small Accounting company IFT Accountant, is headquartered in Canning Vale, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Mariusz Fiuk Tax Advisory Office is an Accounting company. They are headquartered in Łódź, Poland and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Longmont, CO
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Kristi L. Hattig, CPA is an Accounting company. The firm is headquartered in Longmont, Colorado. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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EFKA Usługi Księgowe Ewa Holi-Pieńkowska, Katarzyna Pieńkowska is an Accounting company located in Łódź, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Discovery Bay, CA
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Discovery Bay Accounting Services is an Accounting company launched in 2000. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Headquartered in Łódź, Poland, Abak is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Concord, CA
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Located in Concord, California, Tax Care is a small Accounting company. The team offers Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Launched in 1954, Alands Accountants is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Founded in 2010, Oasis Accountants Limited is a small London, England-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9London, England
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KJS Accountancy is an Accounting company. They are located in London, England and have small team. Their team provides Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / 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 -
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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.7/40.017/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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.