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 - 9Naples, FL
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F.J. Basile CPAs, PC is an Accounting company. In Naples, Florida, their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Assepeme Assistência Contábil Ltda. Is an Accounting company. Headquartered in São Paulo, Brazil, the firm was founded in 1980. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Small Accounting company Prone Assessoria Contábil e Empresarial S/S, is headquartered in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Dracon Contabilidade is a small São Paulo, Brazil-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Headquartered in Toronto, Canada, Equisi US Tax Advisory Service is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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OPÇÃO Assessoria Contábil is an Accounting company. Founded in 1995, the firm is based in São Paulo, Brazil. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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L&M Contabil is an Accounting company. Their small team is headquartered in São Paulo, Brazil. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Maser Serviços Contábeis e MGP Planejamento Financeiro, a small Accounting company, is located in São Paulo, Brazil. The team provides Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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CLT Contabilidade is a small São Paulo, Brazil-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Kanish & Partners is a small Accounting company headquartered in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Longmont, CO
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AF Gebauer & Company is an Accounting company. The team specializes in Accounting and Business Consulting, and the agency is headquartered in Longmont, Colorado.
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UndisclosedUndisclosed2 - 9Malmo, Sweden
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Redovisningscentrum, an Accounting company, is located in Malmo, Sweden. The team focuses on Accounting and Web Design.
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UndisclosedUndisclosed2 - 9Longmont, CO
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Hawkins & Martinez, EA, an Accounting company, was launched in 2015. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Bilbo, Spain
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ASR AUDITORES is an Accounting and Business Consulting company. In Bilbo, Spain, the company was founded in 2016. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Established in 2011, Change Accountants & Advisors is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Longmont, CO
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Michael F Pharris CPA is an Accounting company. Based in Longmont, Colorado, the agency was founded in 2016. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Longmont, CO
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Launched in 1985, Bruce Wilson CPA is an Accounting company. The team specializes in Accounting and Business Consulting and is in Longmont, Colorado.
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UndisclosedUndisclosed2 - 9Perth, Australia
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Small Accounting company Financial Utilities Pty Ltd, is based in Perth, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Indooroopilly, Australia
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Xact Accounting is an Accounting company. The small Indooroopilly, Australia-based team offers Accounting. The firm was established in 2015.
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UndisclosedUndisclosed2 - 9Longmont, CO
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Accounting company Crystal Accounting provides Accounting. They are headquartered in Longmont, Colorado.
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UndisclosedUndisclosed2 - 9Longmont, CO
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Based in Longmont, Colorado, Clausen & Associates is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Restarzew Cmentarny, Poland
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Sylwia Kaczmarek Biuro Rachunkowe "JULEX" is a small Accounting company based in Restarzew Cmentarny, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Longmont, CO
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Hopp Consulting, an Accounting company, was established in 2000. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marseille, France
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2J AUDIT CONSEIL is an Accounting company. Their small team is based in Marseille, France. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marseille, France
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Sic Audit is a small Accounting company in Marseille, France. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marseille, France
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Nextcompta is an Accounting company. Their small team is based in Marseille, France. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marseille, France
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Novalliance, an Accounting company, was founded in 2008. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Marseille, France
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AM&A Expertise, a small Accounting company, is based in Marseille, France. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Caracas, Venezuela
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Asesoresachc is an Accounting company. The firm is located in Caracas, Venezuela. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marseille, France
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MY COMPTA SOLUTION is a Marseille, France-based Accounting company. Established in 2016, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Marseille, France
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Pytheas Conseil is an Accounting company. Headquartered in Marseille, France, their small team specializes in Accounting and Business Consulting. The agency was founded in 1990.
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UndisclosedUndisclosed10 - 49Marseille, France
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CPECF is an Accounting company. In Marseille, France, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pleasant Hill, CA
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Accounting company CCA Moore & Baker CPA's was founded in 2018. The small team offers Accounting.
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UndisclosedUndisclosedFreelancerDanville, CA
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Robert Arnone, CPA is an Accounting company founded in 2017. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Parameter Revision AB is an Accounting company. Their small team is headquartered in Stockholm, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Accounting and Business Consulting company Gulab & Co. Is based in Mumbai, India. They specialize in Accounting and Business Consulting and were founded in 1985.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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In Stockholm, Sweden, Ricito is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Small Accounting company Rao & Emmar, is headquartered in Bengaluru, India. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Johanneshov, Sweden
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Accounting company Digiredo was established in 2019. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bilbo, Spain
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Bilbo Consultec is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting and is headquartered in Bilbo, Spain.
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UndisclosedUndisclosed2 - 9Lucknow, India
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Pathak Verma & Associates is a small Accounting company launched in 2012. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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Small Accounting company M G Arthur & Associates, is located in Baulkham Hills, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lucknow, India
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Singh Agarwal & Associates, a small Accounting company, is in Lucknow, India. Their services include Accounting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Agarwal & Saxena is an Accounting company. They were founded in 1984 and provide Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerLucknow, India
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Vishal Pandey & Co. Is an Accounting company. Based in Lucknow, India, the company was established in 2004. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49
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Confitax S.L. Is a Bilbao, Spain-based Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Launched in 1955, GBCA & Associates is a midsize Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lucknow, India
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Founded in 1988, Mradul Agarwal & Associates is an Accounting company. The team offers Accounting and is located in Lucknow, India.
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UndisclosedUndisclosed2 - 9Piotrków Trybunalski, Poland
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Biuro podatkowo-rachunkowe is an Accounting company. They are located in Piotrków Trybunalski, Poland and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9South Perth, Australia
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Small Accounting company M Consulting Chartered Accountants, is headquartered in South Perth, Australia. Their services include 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.