Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Ruislip, England
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Angel Accountancy Services Ltd is an Accounting company. Located in Ruislip, England, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Caswell & Associates, an Accounting company, was founded in 1979. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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Founded in 2018, Divine Tax Solutions LLC is an Accounting company. Headquartered in Fayetteville, Georgia, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Accounting company Kancelaria Doradcy Podatkowej "ETA" M. Modzelewski provides Accounting. They were established in 1992.
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UndisclosedUndisclosed2 - 9Waltham Abbey , England
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Located in Waltham Abbey , England, Apple Accounting Services is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Rosanów, Poland
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Paragraf Biuro Rachunkowe is an Accounting company. They are headquartered in Rosanów, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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Located in Fayetteville, Georgia, K&M Tax and Accounting Services, LLC is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2012.
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UndisclosedUndisclosed2 - 9Gemini Cres, Scotland
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Established in 2009, ARH Accountants Limited is a small Gemini Cres, Scotland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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BIURO RACHUNKOWE Mirosława Pluta is an Accounting company. Established in 1999, the company is in Łódź, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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Russell Accounting & Taxes is a Fayetteville, Georgia-based Accounting company. They focus on Accounting and were launched in 1982.
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UndisclosedUndisclosed2 - 9Łódź, Poland
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Launched in 1992, Langgra Tax Consulting Aleksander Langot is an Accounting company. Headquartered in Łódź, Poland, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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Towanda W Smith, CPA LLC is an Accounting company. They are based in Fayetteville, Georgia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Pabianice, Poland
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PABIANICE ACCOUNTING OFFICE is an Accounting company. Their small team is in Pabianice, Poland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Accounting company S. Ramanand Aiyar And Company provides Accounting. They are headquartered in Mumbai, India.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Small Accounting company MTM & CO, is located in New Delhi, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Accounting company Better Books NYC was launched in 2016. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ahmedabad, India
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Mistry & Shah is an Accounting company. They offer Accounting and were founded in 2002. The agency is in Ahmedabad, India.
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UndisclosedUndisclosed50 - 249Chennai, India
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Founded in 2000, Ventura Pranas is an Accounting company. The midsize team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Plainview, NY
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Accounting company Richard L. Klein - CPA PC is based in Plainview, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Launched in 1997, Neeraj Bhagat & Co. Is an Accounting and Business Consulting company. Based in New Delhi, India, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Staten Island, NY
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Established in 2015, Story Tax & Financial Services is an Accounting company. The team focuses on Accounting and is located in Staten Island, New York.
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UndisclosedUndisclosed50 - 249New Delhi, India
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AJSH & Co LLP is an Accounting company. They were established in 2008, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Monsey, NY
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Based in Monsey, New York, Joshua Kohen CPA P.C. Is an Accounting company. They offer Accounting and were launched in 2012.
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UndisclosedUndisclosed10 - 49
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ProLink Assessoria Contábil is an Accounting company launched in 1999. The team offers Accounting and is located in.
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UndisclosedUndisclosed2 - 9Ahmedabad, India
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Dhiren Shah & Co. Is an Accounting company based in Ahmedabad, India. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Pearl River, NY
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Andrew Asgar CPA P.C. Is an Accounting and Business Consulting company founded in 1987. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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S.P. Chopra & Co. Is an Accounting company. Their small team of employees is in New Delhi, India. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Makemytaxes Ltd. Is an Accounting company headquartered in New York, New York. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Small Accounting company Aimlon CPA P.C., is located in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Numint Accounting is a small Brentwood, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Marseille, France
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Gestion Ingenierie Comptabilité Audit is a small Marseille, France-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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N.K.Sukhadia & Co. Is an Accounting and Business Consulting company. They were founded in 2004 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marseille, France
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Medicis Expert is an Accounting company. Founded in 1982, the firm is headquartered in Marseille, France. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marseille, France
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Lucchesi & Associés is an Accounting company in Marseille, France. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Marseille, France
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PKF Audit Conseil is an Accounting company. The team is in Marseille, France, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company SDG Chartered Professional Accountant, is located in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Contábil Sumaré is a small Accounting company located in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Accounting company Charles McDonough Accountancy Corporation is located in Torrance, California. Established in 1979, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company Amina Accounting, is located in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Adams & Miles LLP is a small Toronto, Canada-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Pune, India
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Khandelwal Jain & Associates is an Accounting company. They are based in Pune, India and have midsize team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Simply Business Accounting is a small Accounting company based in Torrance, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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Dappina & Co is an Accounting company. Their small team is located in Hyderabad, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Delhi, India
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SHK & Associates is an Accounting company. They are based in Delhi, India. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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James Rayside Professional Corporation, a small Accounting company, is based in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company SJ Chartered Accountants, is headquartered in Toronto, Canada. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Gurugram, India
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Accounting company DSRV and CO LLP was established in 1987. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Leonard Tam Professional Corporation is an Accounting company. Their small team is in Toronto, Canada. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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RW Elite Accounting & Tax Solutions is an Accounting company. They are in Fayetteville, Georgia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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US Tax 1Q, a small Accounting company, is headquartered in Toronto, Canada. Their services include Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.