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 - 9Manchester, England
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ASNA Accountants is a small Accounting company located in Manchester, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Berkshire, England
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Chart Accountancy is an Accounting company. Their small team of employees is based in Berkshire, England. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reading, England
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Edwin Smith is an Accounting company. They specialize in Accounting and are located in Reading, England.
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UndisclosedUndisclosed2 - 9Twyford, England
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Headquartered in Twyford, England, Gisela Sharpe Accountancy is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Wokingham, England
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Headquartered in Wokingham, England, ACCOUNTWISE LIMITED is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Grazeley, England
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Edmonds Accountancy Ltd, a small Accounting company, is in Grazeley, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Theale, England
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Located in Theale, England, K&H Accountants is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Newbury, England
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Established in 2010, Opus Accounting Limited is a small Newbury, England-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Reading, England
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Simon Porter & Co is a small Accounting company located in Reading, England. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reading, England
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Headquartered in Reading, England, KBN Accountants Limited is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Slough, England
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Founded in 2016, Adam Accountancy is an Accounting company. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Manchester, England
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Landlords Financial is an Accounting company. Their small team is headquartered in Manchester, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hungerford, England
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Isaac Accountancy is a small Accounting company based in Hungerford, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Earley, England
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Teel Business Associates Limited is an Accounting company. They are located in Earley, England and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newbury, England
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The Accounting Centre is an Accounting company. Their small team is based in Newbury, England. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Manchester , England
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Adept Bookkeeping & Payroll Services is an Accounting company. Their small team is in Manchester , England. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Reading, England
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Vale & West is a small Accounting company headquartered in Reading, England. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reading, England
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Headquartered in Reading, England, JT-Accounting is an Accounting company. Launched in 2010, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woodley, England
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Inchmead for Small Business is a small Woodley, England-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9College Town, England
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Small Accounting company Susan Wheeler Accountants, is in College Town, England. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Crowthorne, England
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PKB Accountants, an Accounting company, offer Accounting and Business Consulting. They were established in 1970.
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UndisclosedUndisclosed2 - 9Slough, England
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Direct Assist Accountants is an Accounting company. Their small team is based in Slough, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Buenos Aires, Argentina
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Olalla de Labra is an Accounting company. They specialize in Accounting and Business Consulting and are based in Buenos Aires, Argentina.
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UndisclosedUndisclosed2 - 9Wokingham, England
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Rice Associates is an Accounting company. Their small team is in Wokingham, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Slough, England
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AGHS Chartered Accountants is an Accounting company. Their small team is based in Slough, England. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reading, England
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Small Accounting company Cryer Sandham Limited, is located in Reading, England. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reading, England
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John Turner FCA is a small Reading, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Maidenhead, England
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Harper Broom is an Accounting company. Founded in 1995, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sulhamstead, England
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Goringe Accountants is a small Accounting company in Sulhamstead, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Slough, England
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Grevett & Co, an Accounting company, was established in 1982. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Thatcham, England
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Small Accounting company Wilson Vandycke Bookkeepers, is based in Thatcham, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winnersh, England
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Russell Lewis is an Accounting company. Their team is located in Winnersh, England. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Buenos Aires, Argentina
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MAB is an Accounting company. Their small team is in Buenos Aires, Argentina. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Reading, England
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Richardsons is a small Reading, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Reading, England
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Based in Reading, England, Campbell Parker is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Reading, England
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MAH CLOUD ACCOUNTANCY LTD is a small Accounting company in Reading, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Aldermaston, England
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Small Accounting company Dove Marsh & Jones, is headquartered in Aldermaston, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Spencers Wood, England
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Nortons Assurance is an Accounting company. They are headquartered in Spencers Wood, England and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eccles, England
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Keep Calm Accounting Services Ltd is a small Eccles, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Buenos Aires, Argentina
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Bertora is an Accounting company. Established in 1970, the company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sterling Heights, MI
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Accounting company PLW CPA PLLC is in Sterling Heights, Michigan. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Accounting company Arati Patel & Associates is headquartered in Troy, Michigan. Founded in 2001, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester Hills, MI
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Small Accounting company Baradihi Business Performance, is in Rochester Hills, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rochester Hills, MI
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Croskey Lanni is an Accounting company. Their small team is headquartered in Rochester Hills, Michigan and specializes in Accounting and Business Consulting. The firm was established in 1986.
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UndisclosedUndisclosed2 - 9Oak Park, MI
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Rays Tax and Consulting Services, a small Accounting company, is located in Oak Park, Michigan. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Royal Oak, MI
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Definity Accounting & Consulting is an Accounting company. They are headquartered in Royal Oak, Michigan and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Accounting company Estelligence was founded in 2005. The team provides Accounting and is in Warszawa, Poland.
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UndisclosedUndisclosed2 - 9Jalandhar, India
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Launched in 1978, Ashwani Gupta & Associates is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Eastpointe, MI
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Based in Eastpointe, Michigan, MIRACLE WORK FINANCIAL SOLUTIONS is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Noida, India
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Saluja Goyal & Company is an Accounting company. The Noida, India-based firm was established in 2013. 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 -
$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 -
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 / 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.